Hello, Mdmx1324. I understand the importance of matching your data in your Sales Tax Report in a timely manner. QuickBooks Online generates reports based on how you customize its filters, and I'd be glad to help you pull up the quarterly data you need.
First off, I'd like to clarify if you're trying to filter or group the report by quarter. This way, I can provide you with the most appropriate suggestions.
To filter the report by quarter, please follow these steps:
- Click on Reports on the left panel.
- Choose the report that you want to open.
- Set the Report period to This Quarter.
On another hand, to group the report by quarter, select Quarter from the Group by menu.
Also, you can manually choose the start and end dates of the previous quarter to pull up the data you want to view.
Secondly, the Cash and Accrual method bears different data. The accounting method must have been the reason why your reports don't match. With this, I recommend switching from Cash to Accrual or vice versa to accurately pull up the data you need.
Lastly, I added this article to help you with your sales tax calculation: Correct calculation errors with Automated Sales Tax address verification in QuickBooks Online.
If you're referring to something else or have another QuickBooks-related concern, feel free to reply to this thread or leave a post. We are always here to help.
