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Correct invoices created without sales tax in QuickBooks Online

SOLVEDby QuickBooks10Updated 1 month ago

Learn how to correct invoices you created without sales tax in QuickBooks Online.

If you forgot to add sales tax to an invoice, you can customise a report to show invoices with missing sales tax. Correct your invoices to get accurate records for accounting and tax purposes.

  1. Go to Reports (Take me there).
  2. Enter Transaction List by Date in the search field.
  3. Select Customise. Note: If you don't see the Customise button, select Switch to classic view.
  4. From the Report period ▼dropdown menu, select the correct date range.
  5. From the Rows/Columns dropdown, select Change columns, then select Tax Amount.
  6. Select Run report.
  7. Select each invoice that has no sales tax.
  8. Add the sales tax and select Save.

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