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Create a Non-Taxable sales report

by Intuit12 Updated 2 days ago

A lightbulb icon With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.

Learn how to create a non-taxable sales report in QuickBooks Online.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

If you need a list of all customers with non-taxable sales, we’ll show you how to run a report that gives you just that. You can customize the Taxable Sales Detail report to show you all non-taxable sales within a specific date.

Follow this link to complete the steps in product. Open this link in a new window

  1. In the search field, search for and select Taxable Sales Detail.
  2. Select the date range in the Report period ▼ dropdown.
  3. Select Columns to add, remove and reorder the columns in your report.
  4. Select Filter to customize your report.
  5. Select Group by to group the data in your report.
  6. Select General options to set the number format, header, footer, and column configurations in your report.
  7. Select Refresh icon. to refresh the report, or select Save As to save it.
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