When you import transactions to QuickBooks Online, the sales tax rate is set as Out-of-scope Tax. You'll need to manually edit each transaction to include the correct rate, Brian.
You can customise a report to show invoices with missing sales tax. Here's how:
- Go to Reports.
- Enter Transaction List by Date in the search field.
- From the Report period dropdown menu, select the correct date range.
- Select Columns, then select Tax Amount.
After that, you can manually add sales tax to each transaction. Here's how:
- From the list of results, select an invoice with missing sales tax.
- In the customer form, click the Amounts are dropdown, and choose your preferred tax information.
- Under the Sales Tax column, select the appropriate sales tax rate.
- Click Save and close.
Additionally, you can refer to this article on how to record or edit your sales tax payments: Manage sales tax payments in QuickBooks Online.
I'll keep this thread open if you have further questions regarding sales tax. Just add a reply below and we'll address them promptly.
