Are you able to track monthly sales tax? When I try to run the report it only pulls up a couple of customers.

Thanks for becoming part of the Community, iggofficemn-gmai.
 

You can run your sales tax reports for specific months by entering a Report period.
 

Here's how:

1. In the left navigation bar, go to Reports.
2. Find which report you'd like to run and choose it.
3. Specify a Report period.
4. Select Run report.
   

I've also included a couple detailed resources about working with sales tax and reports which may come in handy moving forward:

• Setting Up Sales Tax
• Reports included in your subscription

Please don't hesitate to send a reply if there's any additional questions. Have an awesome day!

Is there a way to edit the dates so that it only pulls them for the month that they were paid? Currently, when using this method, it pulls them based on the date that the invoice was created rather than the date that they were paid. There does not seem to be a way to change this.

Thanks for touching base with us again, @iggofficemn-gmai. Happy to help out here.

I'll ensure that you can get this kind of record in QuickBooks Online (QBO). I have here another report to run so you can see when the invoice is paid. This way, you can review the data seamlessly.

I suggest you run the Taxable Sales Detail report, then customize it to see when the transaction has been paid. Let me guide you how: 

1. Go to the Report tab on the left side. 
2. Type the mentioned report in the box and select it. 
3. Pick the appropriate Report period in the box. 
4. Choose Cash in the Accounting method. 
5. Tap Run report. 

For more details about customizing, check out this link: Customize reports in QuickBooks.

Review the articles below to learn more about the various reports available in QuickBooks and how to print or export them:

• Run reports in QBO
• Reports included in your QBO subscription

Don't hesitate to notify me if you have further questions about your account. As always, I'm glad to help. Keep safe, iggofficemn-gmai.