Connex for QuickBooks Desktop User Guide
Connex for QuickBooks Online User Guide
Frequently Asked Questions
Integrations Help Guide
Rules Engine Guide
General Troubleshooting Guide
QuickBooks Point of Sale (POS) - ARCHIVED
Integration Guides (No Longer Supported)
How do I map sales tax codes to QuickBooks Desktop?
Connex for QuickBooks allows you to match existing QuickBooks tax codes based on the city, county, or state to QuickBooks.
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.
- In QuickBooks, click Edit > Preferences;
- next, click Sales Tax > Company Preferences;
- Click Yes to 'Do you charge sales tax?'.
- Add a default tax agency:
- 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:
- Login to Connex.
- Click manage.
- Expand orders.
- Expand sync orders to QuickBooks.
- Expand sales tax.
- Next, click +Add New Code:
Select the appropriate code from the drop-down and fill the remaining fields:
What if my new tax code doesn't appear in the list?
You may need to refresh your drop downs. See this article for more information.
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.