Hi janitejash,
Welcome to Community! It's essential that your items include the applicable sales tax to keep you in good standing with government regulations. I can see how this can be a concern when tax is missing from some of your motor vehicle transactions. QuickBooks Self Employed offers the unique ability to create bank rules to categorize your transactions effortlessly. I 'd be happy to help!
Initially, I suggest including sales tax on transactions by following these steps:
1. Tap Transactions at the bottom of the app
2. Select the transaction you need to apply sales tax to
3. Set the toggle to Include sales tax
The sales tax will default to the province rate you've selected in Your work info
Here's how to set bank rules if you have the same type of transactions from a customer or vendor:
1. Log into your QuickBooks Self Employed on an internet browser (this allows you to apply the rule to transactions you've already categorized)
2. Select Settings ⚙ and then Rules
3. Click Create Rule
4. Enter the customer or vendor in the Description field
5. Check Match exactly if you want QuickBooks to only use the rule when it's an exact match
6. Choose the account you want the transactions to go into from the Account dropdown menu
7. Use the Type dropdown to select Business, Personal or Split
8. Select the Category link and choose a category if you want QuickBooks to categorize the transactions
9. To apply the rule to transactions that have already been categorizes, checkmark the box to Also apply to past transactions
10. Hit Save when done.
Here's a couple of helpful articles to have on hand:
Create transaction rules in QuickBooks Online
Sales tax overview
If you have any other questions or need additional assistance, please feel free to reach back out. We'd be glad to assist!
