Which is the best way for me to add sales tax to sales deposit transactions in the past? I added about 200 without tax and need to fix that.

Hello BrianE,

It's great to see that you've been reviewing your books as it's an important part of making sure that your transactions have been entered as you need them to be. I hear what you're saying about being able to do a mass update for a large number of transactions in QuickBooks Online so that you can keep the work you have to do to a minimum. I'll go over this with you so that you can take care of the missing sales tax codes and move on with your bookkeeping.

QuickBooks Online has a wide variety of useful reports for navigating various tasks in the program. The reports I recommend considering here are the Transaction List by Date report or the Transactions Without Sales Tax report to generate a list of the transactions that you need to address. It's possible to then filter either of these reports to view a specific transaction type and you can also choose other filters as needed. The reports are available in the Reports tab, and once you've run the one you want, it's as easy as clicking the Customize tab and then Filter. Learn more about customizing and filtering your reports here: Customize reports in QuickBooks Online

Once you've got the list of transactions you need, you can click to open them up for editing. In this case, there isn't a way to mass update your sales tax codes to the transactions and it means going one-by-one. However, with the report, it should help with the workflow as you go through this process. The transaction will open overtop of the report and once you save and close them, the program should take you right back to the report so you can move on to the next one.

If you have an accountant you're working with, that'd be a great person to contact for this situation. Accountant users have specific tools to help their clients manage their books more efficiently, once of which is the Reclassify Transactions tool. With this tool, your accountant will be able to add the sales tax codes as needed to your transactions. Here's an article you can pass on to them: Reclassify or move multiple transactions at once

An accountant will also be an asset in this situation because they'll be able to help you make sure your books are still balanced, even if you're going to go through and change the sales tax codes on the transactions yourself. Things to consider when making changes to transactions is whether they've already been reconciled and in the case of sales tax, whether you've already filed taxes for that period. An accountant will be able to guide you through the best steps to take for this process.

QuickBooks Online's My Accountant tab can help you connect with an accountant. The tab includes an invite field so you can invite someone you're already working with to your books as a user or there's the Find a pro to help button. That button takes you to our list of QuickBooks-certified accountants and you can browser the list to find a good match for you.

I hope this has been helpful! Enjoy the rest of your day.