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Connex for QuickBooks User Guide
- Connex for QuickBooks Product Overview
- Getting Started with Connex Desktop
- Connex Quickbooks Online
- Customers Matching
- Inventory Site
- Inventory Sync
- Orders
- Price Levels
- Products
- Purchase Orders
- Refunds
- Sales Tax
- Sales Orders
- Sync Orders from QuickBooks Desktop
- Unit of Measure
- Web Connector
- Multicurrency
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Connex Reporting
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Frequently Asked Questions
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General Troubleshooting Guide
- Contact Support
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Login and Performance
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Missing Orders Troubleshooting
- Update Shipping Details Troubleshooting
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Integrations Help Guide
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Rules Engine Guide
How do I set-up VAT?
If you use QuickBooks Online U.K., the system will automatically assign Z or S on each line. If you are using Connex with an EU-member country, such as Spain, you will need to map tax codes.
If I am from the United Kingdom, how do I set-up VAT?
Before adding tax codes in Connex for QuickBooks Online, you must set-up VAT in QuickBooks Online. To set-up QuickBooks VAT, follow these steps:
- Login to QuickBooks Online.
- Click VAT on the left menu.
- Follow the on-screen instructions.
Connex Online can use VAT number, if supplied, to determine tax. The UK tax codes are always the same, so there is no need to map them. Connex Online can determine whether a country is an EU member.
How do I map QuickBooks tax codes?
You must add a mapping for each country where you charge VAT. If you apply no mapping, then Connex will apply exempt as the code. If you add a mapping, the code has no tax and the order has no tax, then Connex will apply it.
Here are the steps:
- Login to Connex for QuickBooks Online
- Click manage.
- Expand sales tax.
- Click +Add New Code.
- Choose a tax code and add the country.
- Click Update.
- Repeat these steps for each code you need to match.
- Finally, click Save Settings and Sync Now to save all changes.