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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
AlcaeusF
Moderator

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Hello MichelleL,

 

Thank you for getting back to us here in the Community. Allow me to chime in and help you move into the new Automated Sales Tax in QuickBooks Online.

 

Please make sure you select Accrual Basis accounting through your settings to move into the new Automated Sales Tax. You can then revert into the Cash Basis method once it goes through.

 

Here are the steps:

 

  1. Log into your QuickBooks account.
  2. Click the Gear icon.
  3. Below Your Company, click Account and Settings.
  4. Go to Advanced.
  5. Below Accounting, select Accrual.
  6. Click Save.
  7. Click Done.
  8. On the left panel, click Taxes.
  9. Choose the right option if you're being asked to switch over.

 

Please see the sample screenshots below for your visual reference:

 

 

If you're still not being able to migrate, I recommend reaching out to our Support Specialists this time. One of them will be taking over and perform the transition on your behalf.

 

Here's how you can reach them:

 

  1. Log into your QuickBooks account.
  2. Click the Help option in the upper-right corner.
  3. Select Contact us.

Let me know if you have any additional questions concerning moving to Automated Sales Tax. I'll be here to help.

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