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Correct invoices created without sales tax in QuickBooks Online

SOLVEDby QuickBooks51Updated November 06, 2023

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 customize 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 Customize.
  4. From the Report period dropdown menu, select the correct date range.
  5. In the Rows/Columns section, 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, then select Save.

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