How do I change the default sales tax account?

The first time you create an invoices/receivables account, Quicken creates an account called *Sales Tax* to track the tax you charge your customers. If you add additional sales tax accounts, use this option to select the default account for a particular invoice.

Open the account for which you want to change the default sales tax account.
In the invoices/receivables register, select the invoice for which you want to track tax charges, and then double-click the word --Form-- in the Category field.
At the bottom of the invoice form, in the Tax Account field, select an existing tax account to be the default or create a new one.
Click OK.

This feature requires Quicken Business & Personal. Learn how you can upgrade Quicken in minutes.