Interested in other QuickBooks Online articles? Learn more below. The value you initially entered is correctly recorded for any affected accounts. Whether you’re entering these documents manually or using SellerZen to automatically import your Amazon transactions into QuickBooks Online, these display errors don’t affect your accounts. You can look up Document Numbers or view the document by clicking on it under the Transaction Type column. You can also load the Sales Tax Liability screen by clicking 'Vendors & Payables' on the Reports menu and then selecting 'Sales Tax Liability. The transaction report will give you a list of the transactions that affect this tax liability account. Click 'Manage Sales Tax' in the upper-right corner of the QuickBooks home window, and then click 'Sales Tax Liability' in the Pay Sales Tax section. If you have more than one transaction, click on the amount collected to get a detailed transaction report. Since we only have one transaction as a sample, we can verify that QuickBooks Online has correctly recorded the original sales tax amount entered on the invoice. You may need to adjust the date period so that QuickBooks Online includes the invoice in question.įind the state that was on the invoice (in this case, Alabama) and click on the amount collected to bring up the individual transactions. To verify this, go to Taxes > Reports > Tax liability report in QuickBooks Online. The amount that you originally recorded on the invoice was properly saved and recorded in the tax liability account. Go to QuickBooks Edit menu > Preferences > Sales Tax. Your Sales Tax Preference controls the basis of the Pay Sales Tax window, but you can change the basis of your STLR. Solution 2: Ensure your Preference is correct. Ensure the To date on the report matches the date in Show sales tax due through box on the Pay Sales Tax window. In the ‘Customer:Job’ column, you will need to enter the sales tax agency vendor name. Go to QuickBooks Reports menu > Vendors & Payables > Sales Tax Liability. This error is just a QuickBooks Online display issue. When you record the purchase for 500 in QuickBooks, you will post 530 to your office supplies expense account (500 + 6 sales tax) and -30 to your Sales Tax Payable account. The Balance due field may be negative (as in the case of the image above) or positive. When the invoice is re-opened, QuickBooks Online displays the automatically calculated sales tax of $0.36. In the image below, an invoice was created for a customer in Alabama. This sometimes results in the invoice displaying a Balance due even when payment was received for the correct amount. Instead of displaying the value entered, QuickBooks Online displays the value that it automatically calculates. Sellers who track marketplace facilitator taxes collected by online marketplaces like Amazon are more likely to see this issue because they’ll override taxes on documents to match what the marketplace collects. Some QuickBooks Online users who override automatically calculated sales tax may see sales tax values incorrectly displayed when reviewing invoices.