Removing the tax details after the migration ensures accurate financial reporting in your account, BakerLab-HM.
QuickBooks Online provides an option to deactivate the sales tax feature. You'll also need to delete the transactions that have sales taxes applied to them to remove the amount.
I'd be glad to walk you through the steps. Here's how:
- Go to the Reports menu and look for Sales Tax Liability Report.
- Select All Dates in the drop-down list for Report period ▼.
- Click Run report.
- In the Taxable Amount column, click the amount to see the transaction report. This will show all transactions that have sales taxes on them.
- Open each transaction and click More at the bottom
- Select Delete, then choose Yes to confirm that you want to delete it.
After that, you can follow these steps to turn off the sales tax feature:
- Go to the Taxes menu and select Sales tax.
- Look for Sales tax settings in the right-hand corner and click on it.
- Choose Turn off sales tax.
- Click Yes to confirm that you want to turn it off.
After turning it off, you can now re-enter your deleted transactions using the audit log.
Additionally, you can batch upload multiple invoices at once. This will help you re-enter your invoices more efficiently.
Since you've recently migrated to QuickBooks Online, I wanted to share a couple of articles that can provide additional guidance as you get acquainted with the program:
Feel free to review these resources - they cover important steps and tips for transitioning from the desktop version to the online platform.
Don't hesitate to reach out to us again or reply to me if you have any other questions as you get familiar with the online version of QuickBooks. I'd be happy to provide any additional guidance or clarification you need.
