ISSUE

When processing a Customer import into QuickBooks Online with Rightworks Transaction Pro Importer, a value is imported for the Default Sales Tax Code. However, the value does not display in QuickBooks Online after import.

RESOLUTION

If the QuickBooks Online company is setup with the automatic sales tax option, then the field for the Default Sales Tax Code is not available in QuickBooks Online. The quickest way to tell if on the automatic sales tax or manual sales tax option is to open a Customer in QuickBooks Online and go to the TAX INFO tab. If the tab displays a checkbox followed by THIS CUSTOMER IS TAX EXEMPT, the QuickBooks Online company is on the automatic sales tax option.

If on the TAX tab, a box is shown with EXEMPTION DETAILS above it, the QuickBooks Online company is on the manual sales tax option.