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100tint
Level 1

I recently noticed that the estimates I send are showing up on my sales tax liability report. Why is this?

 
4 Comments
AlcaeusF
Moderator

I recently noticed that the estimates I send are showing up on my sales tax liability report. Why is this?

Hello there, @100tint.

 

Thank you for taking the time to post in the Community. Let's get it sorted out and get you back to running your business.

 

Ideally, non-posting accounts like estimates shouldn't show on the report. I've also check here and haven't found similar reports from other users.

 

For now, I suggest performing some basic troubleshooting steps to help isolate and fix the issue. You can start with signing into your account through an incognito window. It'll allow you to access QuickBooks without using cookies.

 

Here are the keyboard shortcuts to open a private browser:

 

  • Google Chrome: press Ctrl Shift N
  • Mozilla Firefox: press Ctrl Shift P
  • Microsoft Edge: press Ctrl Shift P
  • Safari: press Command Shift +N

If it works, I suggest you proceed with clearing the cache. There are times too much data can accumulate over time and cause issues when using QuickBooks.

 

You can also try switching to a different supported browser. Lastly, if the problem continues, I suggest you try recreating the affected transactions.

 

For additional reference, I've attached some articles you can use to know more about the report, as well as how to customize them:

 

Please know that I'll be here if you need assistance with anything else. Have a great weekend. 

100tint
Level 1

I recently noticed that the estimates I send are showing up on my sales tax liability report. Why is this?

Yeah it's nothing to do with the cache. It's in QuickBooks. I use the sales tax tab to calculate my sales tax owed every month and it's including the estimates in my gross income

100tint
Level 1

I recently noticed that the estimates I send are showing up on my sales tax liability report. Why is this?

Even if I generate a separate report it shows the estimates in my gross for the month

AlcaeusF
Moderator

I recently noticed that the estimates I send are showing up on my sales tax liability report. Why is this?

I appreciate you getting back to us here in the Community, @100tint.

 

Allow me to provide some clarifications about running reports in QuickBooks Online.

 

Non-posting transactions like estimates are visible, but will not be reflected on report totals. Also, It will not affect any balances or accounts you have on the system in any way.

 

If you're getting any unusual results when running reports, I suggest you proceed with contacting our QuickBooks Support Team. One of them will be able to review your account and further check the issue on your end.

 

Here's how:

 

  1. In your company, go the Help icon to choose Contact Us.
  2. Type the issue/topic under the What can we help you with section and then hit the Let’s talk button.
  3. Scroll down to select the Get a callback option and then enter your contact information.

Additionally, I've attached some links below for your reference about using estimates and sales tax:

:

Feel free to hit that Reply button if you have any other questions. Any visual reference, like screenshots, will be appreciated. Have a great day ahead.

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