This is unusual, printingorlando.
Let me make it up to you by ensuring this gets resolved.
There might be an issue with your company file's data that's causing the credit memos not to show in the Sales Tax report. I recommend running Verify and Rebuild Data utility. The tool scans data issues within the company file and self-resolves them.
Beforehand, make sure to create a backup copy. If there are changes that occur, having a copy allows you to restore it to undo the changes.
Follow the steps below on how to verify data:
- On the top menu, click File.
- Choose Utilities.
- Select Verify Data.
- Click OK if QuickBooks detected no problem with your data.
- If Verify finds an issue with your data, you'll be prompted to Rebuild Now or View Errors.
- Click Close or View Errors and take note of the specific error message.
Next, here's how to rebuild data:
- On the top menu, click File.
- Choose Utilities.
- Select Rebuild Data.
- Click OK if you receive a prompt to back up your company file.
- Click OK when you get the message, Rebuild has completed, and proceed to the next step.
- Run Rebuild Data again to make sure there's no error.
Also, it's best to make sure your QuickBooks Desktop is up-to-date. This way, you always have its latest features and fixes.
Additionally, I've added an article that'll help you easily personalize and keep track of your sales transactions in QuickBooks Desktop: Customize Customer and Job Reports.
Please keep me updated on how this works on your end. I'm determined to help you succeed. Take care always!
