Common Rules

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

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.

Is there a demo?

Here is the demo:

What is a tax code?

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

 

Our software maps the tax code for items, discounts, and shipping methods using different actions:

  • Map order item tax code for products
  • Map shipping tax code for shipping
  • Map discount tax code for discounts

We will cover how to map in this guide.

How do I create a rule to map order item tax codes?

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

  1. Login to Connex.
  2. On the left, click Rules Engine > My Rules.
  3. Click Add New Rule
  4. For 'Type of Rule', choose 'Map field, based on a condition'. Click Advance.Screen Shot 2022-01-26 at 11.36.16 AM
  5. Give your rule a name, and for step 2, choose 'Map Tax Code on Order Items':
    Screen Shot 2022-01-26 at 12.44.01 PM
  6. For step 3, 'What conditions need to be met for this rule to execute?', click Add and enter your conditions.  Choose Total Tax as the Field to Check, More Than as the Comparison, and Zero (0) as the value. Then, click Update. 
    Screen Shot 2022-01-26 at 12.36.54 PM
  7. For step 4, 'What should the value be?', enter AVA and click submit.
    Screen Shot 2022-01-26 at 12.39.41 PM

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

In this example, we will add a rule called SHP. The rule will run, if the order has tax and if the shipping state is RI. If the shipping method is not empty, then apply the code SHP.

  1. Login to Connex.
  2. On the left, click rules engine > my rules.
  3. Click add new rule.
  4. For 'Type of Rule', choose 'Map field, based on a condition'. Click Advance.Screen Shot 2022-01-26 at 11.36.16 AM
  5. Give your rule a name, and for step 2, choose 'Map Shipping Line Tax Code':
    Screen Shot 2022-01-26 at 12.35.22 PM
  6. For step 3, 'What conditions need to be met for this rule to execute?', enter shipping state and total tax as the conditions. Use an AND statement: 
  7. For step 4, 'What should the value be?', enter SHP. Then, 'Submit' your rule.
    Screen Shot 2022-01-26 at 12.46.47 PM

How do I map tax codes on discounts?

In this example, we will map OUT for discounts when there is no tax:

  1. Login to Connex.
  2. On the left, click Rules Engine > My Rules.
  3. Click Add New Rule.
  4. For 'Type of Rule', choose 'Map field, based on a condition'. Click Advance.
  5. Give your rule a name, and for step 2, choose 'Map Tax Code on Discount'.
  6. For step 3, 'What conditions need to be met for this rule to execute?', click Add and enter your conditions.  Choose Total Tax as the Field to Check, More Than as the Comparison, and Zero (0) as the value. Then, click Update. 
    Screen Shot 2022-01-26 at 12.36.54 PM
  7. For step 4, 'What should the value be?', enter OUT. 
  8. Click submit to save the rule.