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April 2, 2023
Question

Hi there. I’m snapping my receipts to put on file. I’m not sure if I should have my tax type set up as out of scope or something different?

  • April 2, 2023
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1 reply

April 3, 2023

Hey there 

 

Welcome to the Community! Thanks for reaching out to us here. Making sure you're recording your transactions properly is an essential step for maintaining clean books. I would be happy to point you in the right direction.


To ensure accuracy in your books, I recommend reaching out to an accounting professional for expert advice. They'll be able to guide you in choosing the correct transaction type as well as which accounts to affect so that your accounts can end up with the right balance. You can add your accountant to your books by going to the My Accountant tab of your QuickBooks account. You can also find an accountant that has experience using QuickBooks near you by clicking on the Find a pro to help option in that section. In addition. here is a helpful guide that will show you Common sales tax codes as well as Sales Tax overview


If you have any other questions, feel free to reach out here.