How do I add sales account to HST summary report?

Hi, clgreen64. When creating a new GL account to track your revenue stream, it’s important to make sure the account and its related transactions are properly set up so they appear in the HST Summary Detailed Report.

Here’s how to properly add sales accounts to the HST Summary Report:

1. Navigate to the Gear icon  icon at the top right corner.
2. Under the Lists section, select Chart of Accounts.
3. Locate the revenue account you created in the list.
4. Click on the dropdown under the Action column for that account and select Edit.
5. Make sure the Account Type is Income and the Detail Type represents a revenue category (e.g., Sales of Product Income or Service Income).
6. Save the changes.

Once your account is set up, record a sample transaction using the new revenue account and apply the correct HST tax code. Then, rerun the HST Summary Detailed Report to confirm that the new account appears as expected.

If you have any additional questions, feel free to comment below.

Hi, clgreen. I've added information regarding your sales account not linking in the HST Summary detail report.

When you add a new General Ledger (GL) account for tracking revenue, it shows on your Profit and Loss Statement because this report categorizes accounts directly from your Chart of Accounts.

However, the HST Summary Detailed Report works differently. It tracks transactions based on tax codes applied during sales or purchases. If those transactions don’t have an HST tax code applied, they won’t appear in the report.

To fix this, I recommend reviewing individual transactions recorded under this revenue account (e.g., invoices). Ensure that each transaction has an HST tax code applied (e.g., HST on Sales). If any tax codes are missing or incorrect, update the transaction to include the proper tax code.

Once you've updated your transactions, check the HST Summary reports.

Here's how:

1. Go to the Reports menu and search for the HST Summary report using the search bar.
2. Open the report and adjust the date range to ensure all transactions tied to the revenue account are captured.
3. Verify that tax amounts and transactions appear in the report as expected.

If you have any additional questions, feel free to comment below.