Tax Codes Setup for Quickbooks (Online) Integration
To access the QUICKBOOKS INTEGRATION settings: Go to the ADMIN menu → COMPANY SETTINGS screen → QUICKBOOKS INTEGRATION tab
Fetching QuickBooks Tax Codes
The QuickBooks Tax Codes must be imported so you can set up your GST code and out of scope code to use on invoices.
On the Quickbooks Integration tab in the company settings, click the QuickBooks Chart Tax Codes tab.
Click the Fetch QuickBooks Tax Codes button.
This will pull all of your Tax Codes from QuickBooks and show a list of all the ones that were found.
Click Close and then you will see all the tax codes appear under the Tax Codes tab.
Setting the Default GST Tax Code
On the QuickBooks Tax Codes tab, click the Update Default GST Tax Code button.
A dialog will appear where you can select the GST tax code that your GST eligible products will use on invoices in QuickBooks.
Choose the appropriate tax code from the list, then click Save.
Now the Is Default GST checkbox is selected beside the chosen tax in the tax codes list.
Setting the Default Out of Scope Tax Code
On the QuickBooks Tax Codes tab, click the Update Default Out of Scope Tax Code button.
A dialog will appear where you can select the Out of Scope tax code that your products that are not GST eligible will use on invoices in QuickBooks.
Choose the appropriate tax code from the list, then click Save.
Now the Is Default Out of Scope checkbox is selected beside the chosen tax in the tax codes list.
