Hello again gmarko,
It's good to see that you're keeping an eye on your accounting settings to make sure that your figures are calculating the way you're looking for. The company settings are a good place to start, but there are other places you can choose whether something shows in cash or accrual in QuickBooks Online. I have an idea of a setting you may need to change, and I'll show you how it's done.
Another area that you can choose cash or accrual accounting methods is in the sales tax setup. If this is set to cash, that would explain why you're not seeing the amounts the way you're expecting when an invoice is created. It's just a few quick steps check on and change this setting if needed. Here's what you can do.
- Select Taxes from the left menu.
- Choose Manage sales tax on the Sales Tax screen.
- Click Edit agency settings for a sales tax agency.
- Ensure that the Reporting method drop-down is set to accrual. If you need to change it, select the drop-down.
- Click Save.
You can take these steps for each of your sales tax agencies to make sure that they're all set to accrual as you need. Click Done in the Manage sales tax area when you're finished. Now the sales tax module should be showing the calculations you're expecting.
If that doesn't do the trick, it'll help for our support team to take a closer look at this so that we can verify all of your settings. If needed, we can even see about creating a ticket for our engineering team, but we'll troubleshoot with you further before coming to that step. Here's how you can reach out to work with a member of our team.
Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > 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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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
Wishing you the best with this!
