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Discover Level’s New Bookkeeping Rules to Solve Sales Tax and Account Coding Mistakes in QuickBooks Online

Bookkeeping is a meticulous job, and even small errors can have significant impacts. That’s why we’re introducing four new bookkeeping rules in Level designed to specifically target and eliminate sales tax errors and account coding mistakes before they become costly issues. These rules are here to help bookkeepers and accountants maintain cleaner, more accurate books with less time spent on rework.


What’s New?


Here are the four new rules we’ve introduced:


  1. Inconsistent Sales Tax by Customer

    Ensures that new transactions with a customer follow the same sales tax treatment as their historical transactions. This rule reduces the risk of incorrect sales tax application and ensures compliance with tax regulations.


  1. Inconsistent Sales Tax by Vendor

    Ensures that new transactions with a vendor follow the same sales tax treatment as their historical transactions, helping you prevent sales tax errors that could lead to compliance issues.


  1. Inconsistent Expense Account by Vendor

    Checks that new transactions with a vendor are consistently coded to the same expense account as historical ones, minimizing account coding mistakes and ensuring accurate financial records.


  1. Transactions Posted to Uncategorized, Miscellaneous, or Other Selected Accounts

    Alerts you whenever a transaction is posted to an account you specify, such as Uncategorized Accounts or Retained Earnings. This ensures every transaction is properly categorized, avoiding confusion and errors.


Why These Rules Matter


These new features are specifically designed to tackle two of the most common bookkeeping challenges: sales tax errors and account coding mistakes. Here’s how they can make a difference:

  • Solve Sales Tax Errors: Ensure consistent tax treatment across all transactions, reducing compliance risks and penalties.

  • Eliminate Account Coding Mistakes: Maintain accurate records by enforcing consistent coding practices for all vendor transactions.

  • Save Time on Rework: Focus your energy on value-added tasks instead of fixing preventable errors.

  • Uncover Sales Tax Savings: Spot potential opportunities to save on sales tax, especially when onboarding new clients or files.


See Them in Action


To better understand how these rules work and how they can simplify your bookkeeping processes, watch our detailed walkthrough video below. This video highlights how the rules specifically address sales tax and account coding errors and provides step-by-step guidance on leveraging them for maximum efficiency.



Ready to Try Them?


These updates are already live in Level, ready to help you ensure more accurate books and less wasted time. If you’re not using Level yet, sign up for our 30-day free trial today and see how these rules can transform your bookkeeping workflow.


Let us know what you think of these updates or if there are other rules you’d like to see in the future. We’re here to help you work smarter, not harder!

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