- February 12, 2018 at 10:55 pm #161274
My name is Mark Houston. I have enjoyed your videos. I am coming over from Quickbooks desktop to Online.
I am having some issues basically trying to just get the data results to work in the way Online does it.
For example the Sales Tax. In QB Desktop I would go to Sales tax liability and select the amount and then write the check.
In online (I switched over on January 15,2018) when I got ready to pay my sales tax for December sales 2017 which for me in NC are not due until the 20th of the following month the amount that Online showed was incorrect. I called and spoke with no less that 3 support people with online and I showed them that my sales tax in desktop was showing $6,986.22 which is what I owed by January 20,2018.
Well online showed $4242.01 a difference of $2744.21
They had me make these entries:
Inline image 1
Here is what my tax page shows
Inline image 2
Should I delete the payment since it seems to be throwing off my balance be cause what I do owe is the $3589.19?
If I delete that payment from this screen does it impact what I paid. The transaction for the $6,986.22 has cleared my bank.
When I click on record a tax payment it shows this:
Inline image 3
Hector, I am in North Carolina and I know that you don’t feel comfortable in other states but what I am trying to figure out is what and how to get the make payment come at least close to what it should be the $3589.19. I have called 4 online support agents and spent over 3.5 hours – can you help me please!
Any help would be appreciated.
http://www.proimagenc.comFebruary 12, 2018 at 11:01 pm #162055
Hey Mark! Glad that you have enjoyed our video tutorials. Unfortunately the info that you tried to send over did not come through (no screenshots are visible on my side). However, it sounds to me like the existing sales tax liability from QB Desktop was not carried over into QuickBooks Online as of January 1st. I don’t consider myself a “sales tax guru” since I don’t deal with it often. The only recommendation I can make is to contact a QuickBooks ProAdvisor who can take a look at your books and help you get it straightened out. Check out How to Find a QuickBooks ProAdvisor article to help you locate one in your area: https://fitsmallbusiness.com/how-to-find-a-quickbooks-proadvisor/
Thanks so much for reading our articles and watching our video tutorials.