I am trying to run a report that has both invoices and the sales tax from those invoices. I attached an image of what I am trying to say. What would I need to do in order to get both sales tax amounts from the invoices along with the invoices in one report?
The example I provided was in Excel and I manually went through each individual invoice and calculated all the totals myself. I just thought that there could be an easier way than to run a general report and then calculate it myself. I also could not find any QB reports that would include both the invoices along with their sales tax.
You can run the Sales by Customer Summary report. Then, use filters to select columns by item type. Here's how:
Go to the Reports menu, then select Sales and choose Sales by Customer Detail.
Click Customize Report.
Go to the Filters tab.
Select Item and click Remove Selected Filter.
Now you'll see the Sales Tax as a column. You can also run a report on the sales tax item(s). See attached screenshots for visual guidance:
For future reference, read through this article: Create, access, and modify memorized reports. It helps you learn about how to save reports so you can pull them up should you want the same settings the way it's customized.
Feel free to message again if you have more questions. We're always delighted to help.