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Replying to:
JoesemM
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I can help you check your reports today, @jjjmurphy3.

 

We can pull up and customize the Sales by Product/Service Detail or Sales by Customer Detail report. These reports will also show the list of all sales with all other tax information, o you can get the details you need. Let me show you how.

 

  1. Go to the Reports menu and find "Sales by Product/Service Detail" or "Sales by Customer Detail" from the list or in the finder.
  2. On the report, update the Report period and Accounting Method.
  3. Tap the little gear on the report and mark the Taxable box and all other tax filters there.
  4. On the same page click Class.
  5. If you're using classes to identify which state those sales are processed, use the Customize button.
  6. Go to Filter then mark the Class filter.
  7. Once done, press Run Report.

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On the report, you will notice that non-taxable items are blank in the Taxable column. Also, different classes assigned to transactions will appear there. 

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Here are some related links that will help you run reports in QBO:

 

 

You can as well read these articles as your guide while managing sales taxes in QBO:

 

 

Please let me know how it goes by leaving a comment below. I'll be around to help if you have any other questions about running reports or any QuickBooks related. Take care and have a good one.

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