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How do I map the tax codes on line items, discounts, and customers?

Introduction

By default, Connex adds non or tax to line items in QuickBooks. You can use the tax codes from QuickBooks or add rules to change the codes.

What is a tax code?

Tax codes determine whether a line is taxable. This one is non-taxable:

qb_tax_code.jpg

How do I use the tax codes from the customer record?

At the Connex configure page, click the advanced tab. Check use tax codes from QuickBooks customers. Connex will add the default tax code from the customer:

tax_code.jpg

How do I create a rule to map tax codes?

In this example, we map a tax code for taxable items. Here are the steps:

  1. Login to Connex.
  2. On the right, click rules engine.
  3. Add this rule.

After mapping the tax code, it will appear on the line items and as the customer tax code:

end_result_tax.jpg

How do I map the tax codes on the shipping line item?

Since shipping methods are mapped differently than products, you must add a rule to map the tax code. In this example, we will add a rule called SHP. If the shipping method is not empty, then apply the code SHP.

  1. Login to Connex.
  2. On the right, click rules.
  3. Add this rule.

You may also say if the order tax is more than zero, then apply a code.

How do I map tax codes on discounts?

Our tool maps discounts differently than products, so the rule to map AVA will fail. In this example, we will map OUT for discounts when there is no tax:

  1. Login to Connex.
  2. On the right, click rules engine.
  3. Add this rule.

How do I map tax codes in the customer record?

On the bottom of each QuickBooks sale, there is a field called tax code:

qb_customer_tax_ddl.png

To map the field, you need a separate rule from the discounts and line items. Here are the steps:

  1. Login to Connex.
  2. On the right, click rules engine.
  3. Add this rule.

 

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