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I recieved payment from a customer, including sales tax. The taxes were not set up correctly on the invoice and is not showing up in quickbooks. How do I fix this?

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Re: I recieved payment from a customer, including sales tax. The taxes were not set up correctly ...

Greetings, @jpeacock.


Thank you for joining the Community. I'd be glad to assist you with setting up the sales tax on the invoice and payment correctly. 


To start, let's make sure that the sales tax agency is set up in QuickBooks. I'd suggest checking the sales settings and then update/add the appropriate tax agency.


If you're using the manual sales tax, here's how to check: 

  1. On the left pane, select Taxes
  2. At the top left, select the Sales Tax tab. 
  3. Click the link for Add/edit tax rates and agencies.
  4. Check if you see the sales tax's name. If you don't see it, click the New button to add the agency and rate.

However, if you're using the Auto Sales Tax, here's how to check 

  1. On the left pane, select Taxes.
  2. Select the Sales Tax tab.
  3. At the top right, click the Sales tax settings link.
  4. Find the tax agency. If you don't see it, click Add agency.
  5. Choose a state under Agency
  6. Select a filing frequency.
  7. Choose a month under Start of tax period
  8. Set the date in the Start date range. The date should be prior to the invoice's date. 
  9. Click Save.

After that, create the invoice again to see if the sales tax shows correctly. 


For more details, please check these articles: 

These resources should help to get you set up the sales tax on the invoice correctly. 


For additional help, feel free to reach out to our phone support. They have the tools to help you get to the resolution quickly. 


Feel free to leave a comment below if you have any other questions about setting up sales tax in QucikBooks Online. I'll be happy to help you out.

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