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smittysauto10
November 14, 2023
Question

Sales by Customer Detail error

  • November 14, 2023
  • 1 reply
  • 0 views
The monthly Sales by Customer Detail report is showing some (not all) exempt items as taxed and is adding them into the total taxable amount. However, the taxable amount in the monthly Sales Tax Liability report is accurate. The total taxable amount in both reports should match, and they don't. This is not an issue with the browser, cookies, or settings; it is a Quickbooks programming issue. The new Quickbooks changes have been frustrating and are causing me to search for a different accounting software. Please address. Thank you.

1 reply

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ArielI
November 14, 2023

It's good to see you here, @smittysauto10. Let me provide you with some helpful information about the Sales by Customer Detail error you've encountered. I am here to assist you in any way I can.

 

QBO may include it in the taxable amount in the Sales by Customer Detail report based on the state sales tax policies. I recommend verifying your customers' addresses and mapping your items to their appropriate tax categories.

 

Furthermore, If you need clarification, review each transaction in both reports and ensure the selected tax rates are correct. Make sure that the data is filtered and customized correctly and that the same accounting method is used when viewing both reports.

 

If you are confused, review each transaction in both reports and ensure the selected tax rates are correct. You can view this article for more detailed information: Learn how QuickBooks Online calculates sales tax.

 

In case you need further assistance, you can always refer to this article for more informative details: Manage sales tax payments in QuickBooks Online.

 

If you have any questions about sales by customer details, please don't hesitate to ask. We are always here to help you.

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smittysauto10Author
November 16, 2023

Thank you for response. I have used different browsers, cleared cookies, checked the settings, etc etc etc, and the issue is not resolved. This leads me to believe it is a Quickbooks programming issue. Am I the only user having this issue? What is preventing Quickbooks from resolving this matter?

Bryan_M
Bryan_M
November 16, 2023

Thanks for coming back here, @smittysauto10.

 

I appreciate you for performing some basic troubleshooting steps to fix the issue of the tax amount being different from Sales by Customer Detail from the Sales Tax Liability report. Let me direct you to the best help possible. 

 

We recommend contacting our live support team to help you with your sales tax concerns in your reports. They can help you pull up your account in a safe environment and look for the root cause of the issue. 

 

Also, if they see that other users are experiencing the same issue, an investigation can be created. 

 

Here's how to contact them:

 

  1. On the upper right corner, click the Help (?) question mark icon.
  2. Select the Search tab.
  3. Tap the Contact Us below.
  4. Type in a brief description of your concern. Then, click Continue.
  5. Choose how would you like to connect with us, either via Chat or Callback.

 

You can also log in through the web and contact support and know their support hours, you can read this article: QuickBooks Online Support.

 

To track your state's tax laws to accurately calculate sales tax and returns, you can read this article: Set up where you collect sales tax in QuickBooks Online.

 

For additional sales tax tax-related concerns, never hesitate to reply again in this thread. I'll be willing to lend a hand. Keep safe and have a good day.

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