Good afternoon torotuffservices,
It's great to see you in Community. Welcome! QuickBooks Online provides multiple choices for reviewing your transactions. I'd be glad to provide a few, so you can review the information at a glance. You can follow these steps to review the Taxable Sales Summary report:
- Open Taxes from the left menu and then select Sales tax
- Click on the dropdown menu and select Taxable sales summary
- Enter the Report period and hit Run report
You can also review the transactions for specific customers. Here's how:
- Open Sales and then Customers
- Select the Customer name
- Open their Transaction list
- Click on the invoice to expand the view
- Select the blue hyperlink in the top right for the Payment
- Review the details and when confident with your findings, hit Save and close
If you'd like additional assistance, I feel you'd benefit from contacting us outside of Community. This will provide a personal interaction with our Customer Care team, who will be able to navigate with you through the processes and ensure you're QuickBooks goals are met as soon as possible. You can reach them by followingone of these methods:
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
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