Our Sales tax detail report does not recognize past payments but the balance sheet shows all correctly. How do you get the detailed sales tax report to reconcile?

Good day, @greenplants. 

I'm here to share info about the possible reasons why the Sales Tax Detail report doesn't recognize past payments in QuickBooks. 

There's a limitation once you migrate from QuickBooks Desktop to Online. Sales tax payments made in QuickBooks Desktop don't apply to the correct filings in QuickBooks Online. This is the reason why your past payments aren't showing on the Sales Tax Detail report.

As a workaround, you can delete the migrated sales tax payments and then recreate them in the sales tax center in QuickBooks Online.

Here's how to delete a sales tax payment

1. Go to the Taxes menu and select Sales tax.
2. From the Recent Sales Tax Payments list, select the payment you want to delete, then click Delete Payment.
3. Select Yes to confirm.

Once done, follow these steps to record the sales tax payment.

1. Go back to the Taxes menu, then Sales tax.
2. From the Sales Tax Owed list, choose the tax agency you're recording the payment for and click Record Tax Payment.
3. From the Bank Account drop-down list, select the account you're making the payment from.
4. Enter the Payment Date and the tax payment amount in the Tax Payment field.
5. Click Record Tax Payment. 

For additional reference, please check this article: How to record, adjust, and delete sales tax payments in the tax center.

Moreover, you can review this resource to learn how features and data move from QuickBooks Desktop to QuickBooks Online: What does and doesn’t move to QuickBooks Online?

If you have additional questions about reviewing your past payments in the Sales tax detail report, simply post them to the thread. We'll be here to help. Have a nice day!

What great information. Thank you so much. This has been very helpful. I’ll be back with a few more sales tax issues. 

Thank you for the information about deleting sales tax payments from QB Desktop and re-entering them into QBO. Hopefully my checking accounts will reconcile now. That’s my next task to double check. 

I have one more issue:

for taxes paid to the state of NY, we pay different tax rates by county. But we pay quarterly to NY State for all counties in one payment. Is it possible to track payments against each county or does QBO do this automatically? 

Yes, it's possible to track sales payments against each of your counties in QuickBooks Online (QBO), greenplants. We'll provide further details about this and guide you through the process.

QuickBooks keeps track of your state's tax laws to accurately calculate sales tax and returns. Since you have different tax rates by county and pay quarterly to the New York (NY) state for all of them in one payment, you'll have to add them as a sales tax agency. Here's how:

1. Go to Taxes, then select Sales tax.
2. Under the Related Tasks list on the right, select Add/edit tax rates and agencies.
3. Select New and choose either a single or a combined tax rate.
4. Enter a name for the tax, the agency you pay, and the percentage for the rate. Use a single rate if you pay just one rate to a single agency.
5. Click Save.

Once added, you'll be able to track the sales tax you owe per county, which QuickBooks automatically determines based on your customer's tax-exempt status, where you sell and ship, and what you sell.

To learn more about the sales tax feature in QBO, please see these articles: 

• Set up your sales tax in QuickBooks Online
• Use automated sales tax in QuickBooks Online

Additionally, whenever you're ready to file your sales tax return and record your payment in QBO, you may find any of these articles handy to guide you through the complete process: 

• Manage sales tax payments in QuickBooks Online (using the Auto Sales Tax feature)
• Record, adjust, and delete sales tax payments (using manual sales tax)

Feel free to visit us anytime if you need further assistance setting up sales taxes and tracking returns in QBO. As always, the Community team will be around to help you out again. Keep safe.