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February 8, 2024
Question

I need to have the amount of all my receipts i put in fir the year 2023 to do mt taxes, whats the best way to get that?

  • February 8, 2024
  • 1 reply
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1 reply

February 8, 2024

Thank you for posting here in the Community. Let me share with you the simplest way to pull up all your receipt amounts for the year 2023 in QuickBooks Online (QBO).

Before anything else, are you trying to access your 2023 sales receipt amounts? If so, you can generate reports such as Transaction List by Customer Report and Sales by Customer Detail Report. To do that, follow the steps below:
 

  1. Open your Quickbooks Online account.
  2. From your left panel, select Reports.
  3. Search the Transaction list by Customer Report or Sales by Customer Detail Report.
  4. Click the Customize button and filter the necessary information.
  5. Press Run report.

Additionally, when you're ready to manage your sales tax in the program, you can use these resources as reference:
 

If you mean something else, you can add it to your reply below. I want to make sure you're taken care of. Have a good one.