Other questions
Yes, Felicity. You can add the sales tax information on the statement by turning on the List each transaction including all detail lines option from the Account and settings page.
Here's how:
- Go to the Gear icon, then Account and settings.
- Navigate to the Sales tab.
- Scroll down and select the Statements field.
- Click the List each transaction including all detail lines option.
- Hit Save, then Done.
Once enabled, your client will receive a breakdown of the invoice item's amount and the sales tax included in the entry.
For reference, this is how the statement looks after you send it to the client:
You can also access this link to gather more details about managing customer statements in QuickBooks: Create and send customer statements in QuickBooks Online.
Additionally, you may store a backup copy of your sales forms and statements on your device's internal memory. Explore this article for further information: Download and save sales forms and statements in QuickBooks Online.
Don't hesitate to return to this thread once you have more questions about customer statements in QuickBooks.
