How do I map sales tax codes to QuickBooks Desktop?

Introduction

Connex for QuickBooks allows you to match existing QuickBooks tax codes based on the city, county, or state to QuickBooks. Connex supports QuickBooks Canada and the UK. This allows for easy management and reporting of sales tax payable in QuickBooks.

How do I map U.S. tax codes?

Enable QuickBooks Desktop Sales Tax

If you use QuickBooks Online, then skip this step. To get started, sales tax management must enabled in QuickBooks, even if your company charges does not charge sales tax.

  1. In QuickBooks, click Edit > Preferences;
  2. next, click Sales Tax > Company Preferences;
  3. Click Yes to 'Do you charge sales tax?'.
  4. Add a default tax agency: sales_tax.png
  5. When asked to make items and customers taxable, click OK.

Map Tax Codes in Connex

Now that we have some tax codes, for U.S. customers, let's map existing QuickBooks sales tax codes:

  1. Login to Connex.
  2. Click manage.
  3. Expand orders.
  4. Expand sync orders to QuickBooks.
  5. Expand sales tax.
  6. Next, click +Add New Code:Sales_tax_1.png
  7. Select the appropriate code from the drop-down and fill the remaining fields:Sales_tax_2.PNG

  8. When finished, click Update - congratulations, the code is now mapped. This is what it will look like:sales_tax_3.PNG

  9. Next, map any additional required codes via the instructions above.

  10. When complete, click Save Settings and Sync Now on the bottom right.

I use QuickBooks Canada. How do I map tax?

The process is the same as the U.S. tax codes. There is no need to map city or county. You can map a code, region, and enter CA as the country. If your region has multiple rates, then map a tax code that has multiple rates. It will look similar to this:Canadian_Tax_Code.JPG

If you map no tax code, then Connex will apply exempt to the order.

I want to map tax codes on an item basis. Is this possible?

You can map the tax code from the QuickBooks item list. For more info, read this guide.

How do I map grouped sales tax codes?

First, we need to create a sales tax item in QuickBooks. To create a new sales tax item:
  1. In QuickBooks, click Lists > Item List > New Item > Sales Tax Item
  2. Click OK
 
 
Grouped_1.jpg
 Now, let's create the group tax item. To create a new sales tax group:
  1. In QuickBooks, click Lists > Item List > New Item > Sales Tax Group
  2. Fill in Name, description, choose corresponding sales tax items;
  3. Click OK.

Here is the end result:

Sales_Tax_Group_2.jpg

Like before, add the tax mapping. In the city or county columns, enter a city or column where this code should get applied. If the incoming order matches a city or county that you mapped, then Connex will apply the code.

Can I override the default sales tax code of non or tax?

Yes, you can create rules to compare tax and apply a tax code. You may also use the tax code from QuickBooks. For more details, read this article.

Does Connex support sales tax groups?

Yes. To see how to set this up, please click here: Group Sales Tax Item in QuickBooks.

Third-party Sales Tax Management Services

If you're using a third-party service like Avalara, you do not need to map sales tax codes. For third-party sales tax management solutions, enable tax mapping as a line item.

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