Save Time When Making Sales Tax Changes
Question: I need to change sales tax settings for a large number of my customers. Do I need to go into each customer to make the changes?
Answer: No, fortunately!
QuickBooks has a wonderful feature to save you time with that chore. Go to “Lists”>”Add/Edit Multiple List Entries”>”Select Customers” from the dropdown box at the top, which then creates an Excel-like spreadsheet of your customers. You can also view vendors and non-inventory items from the same tabs.
You then can customize the column headings, add the sales tax item and code to the report for customers, and move it up in the list to display next to the customer name on the screen. This allows you to view your customers and make batch changes from one screen instead of having to go to each customer screen.
It is a real time saver!
Please email accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of "Ask the Accountant."
Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.