Common Rules

Can I map the item sales tax and tax code for new customers?

Connex will map tax details from QuickBooks

Why are these fields important?

If you create a new order in QuickBooks manually, then QuickBooks will use the values from the tax code and tax item fields. In this example, MA Sales Tax and EXE are mapped:

How do the fields map?

If the customer is missing, Connex will map the item sales tax on the order to QuickBooks. In this example, there is a taxable sale in Massachusetts. Connex mapped MA Sales Tax and EXE:

How do I change the mapping?

Let's set-up a tax item:

  1. On the Connex configure page, scroll down to sales tax.
  2. Click add.
  3. Leave city and county blank. Enter MA as the state and MA Sales Tax as the tax code.

To set-up EXE, follow these steps:

  1. On the left, click rules > my rules.
  2. Click add new rule.
  3. Click next.
  4. As the action, choose map sales tax code.
  5. In comparisons, enter total tax, 0, more than.
  6. In map to, enter EXE.
  7. Finish the rule.