quickbooks pro 2007 credit customer sales tax

Then proceed to select the sales tax group from the drop down and enter the required information.Ĭlick on the tax item and choose a specified sales tax for your city. However, if your state charges separate sales tax from your city, then click on the item and choose new from the drop-down menu. If you charge for your products using invoice, then use the invoice date otherwise the cash basis option is the option to click.Ĭlick on the List tab and select items. Then click on the option to collect taxes. The check the box to display the taxable amount. Then go ahead and select taxable item code and choose the appropriate option from the drop down to show that an item is taxable.

To add a sales tax for a particular city, click on the “add sales tax item” again and enter the required information. To select your states’ revenue click on the tax agency from the drop-down list and then click ok. Then click on the “add sales tax item” and then enter the tax rate into the field for your state. Then click on the company preferences tab.Ĭlick on the yes radio button to confirm that you collect sales tax. Below are all the instructions you will need to allow your sales tax and much more on QuickBooks.Įnter your QuickBooks, select the edit menu and then click on preference.įrom the preference window, select sales tax. So when you want to enter your tax sales, you only need to enable the account and enter your sales tax. Also, because of the architectural conflict, please do NOT install SourceLink on the system that has both QuickBooks Canadian 2007 and any 2008-2013 editions.By default, QuickBooks creates a sales tax payable account when you set up your company account from the beginning. QuickBooks Premier Multicurrency edition is a sub-version of QuickBooks Canadian 2007 series, which works with SourceLink Canadian edition. QB Canadian 2008-2013 users MUST purchase the new SourceLink 2013 US version.

Notice QB 2008-2013 users: Due to the architecture change of QB Canadian 2008-2013 Editions from the previous Canadian 2007 Editions, SourceLink Canadian edition will not work with QB Canadian edition 2008-2013. Intuit will provide a complete fix with upcoming QuickBooks update. Notice to Windows Vista users: QuickBooks 2007 currently does not fully support SourceLink in Windows Vista environment. Windows XP/Vista/7/8 and Windows Server 2003/2008.Pro, Premier, or Enterpriseversions of QuickBooks 2004 through 2013.

Quickbooks pro 2007 credit customer sales tax