QuickBooks Team
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Re: Cash basis sales tax and applying customer credits

You're correct, KHave.


You'll need to create the transaction first. Then, receive the payment.

Have you tried changing the sales tax settings from the preferences? If not, here are the steps:

  1. Click Edit.
  2. Click Preferences.
  3. Click Sales Tax, and then click the Company Preferences tab.
  4. Under When do you owe sales tax? section, choose Upon receipt of payment (Cash Basis).
  5. Click OK.

If the settings are correct, you'll want to run a Verify Data Utility tool to check for data errors. Just press File, Utilities, and then Verify Data


If prompted, click Rebuild Data or go to File, Utilities, and then Rebuild Data


If there's anything I can help you, please don't hesitate to comment below.