Skip to main content
N
NLabatt
June 14, 2021
Question

Custom Report: PST Paid from single Account???

  • June 14, 2021
  • 1 reply
  • 0 views

Hi there, I'm hoping to find a way to quickly run a report to see transaction items in 1 specific account, where PST has been paid, and the PST amount.

Ex:
"Supplies"
"PST Paid on Item"
Date   /   Trans. Type    /  memo    /   Account   /   Customer   /   Tax Code(PST&GST/PST)   /   Tax Amount(PST only)   / 

1 reply

N
Nick K
June 15, 2021

Hi NLabatt,

 

Being able to customize your reports to show the information you need is one of the ways QuickBooks Online helps you save time. I can help you go over how to customize your reports in QuickBooks Online.

 

The best report for you to run would be either the Taxable Sales Summary Report or PST Detail Report. I recommend the Taxable Sales Summary Report as you just need to click the PST on purchases and it'll show you a report with only purchases for the time period you choose. You can find these reports by going to: Reports>Sales Tax>Taxable Sales Summary Report.

 

If you have any questions feel free to reach back out and we'd be happy to help!

N
NLabattAuthor
June 15, 2021

Thanks for the quick reply! This is why I'm having an issue. There is nothing coming up for PST on Purchases! So far the only tax codes that show up, is for PST on Sales.

What am I missing?

J
JamesM4
June 15, 2021

Hello NLabatt. It's important you're able to see the info you're looking for in QuickBooks and I'll be happy to steer you on the right path. What happens when you try running the report in a private/incognito window? Are you seeing any transactions on the report? 

Terms & ConditionsAccessibility statement