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In the No Company Open window, select Create a new company.The steps provided by my MaryLandT's are applicable for QuickBooks Desktop for Mac.įor QuickBooks Desktop, you can follow these steps: Hello there, Thanks for getting back to us and providing clarification with us. Stay in touch with me if you need anything else. You can also refer to this article for more information: Set up sales tax in QuickBooks Desktop. If the agency is not on the list yet, select Add New to set it up. Then, on the Tax Agency field, type the name of the collecting agency.On the Tax Rate (%) field, enter the specific rate for the item.Enter your preferred name for the tax item on the Sales Tax Name field.From the Type drop-down, choose Sales Tax Item.
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Select the type of business that comes closest to describing your company.You’ll see the Choose your industry and chart of accounts window.On the Create New Company page, enter information about your company, then click Next.I'm glad to walk you through the setup process: You'll want to create a backup of your file, create a new company with the correct industry. You're unable to change the industry type once you've already set up a company file in QuickBooks Desktop for Mac.