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Use Zero Dollar Transactions to Upload Sales/Payroll Tax Confirmations in QuickBooks Online

One of my favorite things about QuickBooks Online is the ability to attach documents to transactions, customers & vendors. It’s a great way to keep track of receipts, engagement letters, and W9s. However, there’s a limitation to this: users are not able to attach documents to sales tax transactions or payroll tax payments, made outside of QuickBooks Online Payroll epayments and efilings. I have a simple work around that allows me to attach efile and epay confirmations, and at the the same time, make it easy to find these transactions via a QBO search.
I use Zero Dollar transactions to upload Sales/Payroll Tax confirmations in QuickBooks Online.

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