**QUESTION** How can in the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup being checked when importing Customers? ![][1] **RESOLUTION** When processing a Customer import, if a value is imported for the TAX EXEMPTION REASON field in the Rightworks Transaction Pro mapping, the box for THIS CUSTOME…
**NOTE: THIS POST ONLY IMPACTS QUICKBOOKS USERS FROM CANADA, UNITED KINGDOM, AND AUSTRALIA. USA USERS CAN IGNORE THIS POSTING.** **ISSUE** As of 2008, Intuit dropped support for setting Tax1Total and Tax2Total via the QBSDK. Users that have been using these fields to set GST/PST (Canada) or VAT (UK) will not longer …
**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. ![][1] **RESOLUTION** If the QuickBooks Online company is setup with the automatic …
**ISSUE** Sales Tax Code Does not Exist Error when Importing Invoices **RESOLUTION** To resolve, unmap the Sales Tax Item field and only map the Sales Tax Code field. It will pull the Sales Tax Item set up for the Customer automatically.
**QUESTION** What is the easiest way to tell if the QuickBooks Online company is set to automatic or manual tax? **RESOLUTION** 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 foll…
**MESSAGE** "Invalid Reference to QuickBooks Item Sales Tax. Transaction Sales Tax is currently disabled by preferences." **RESOLUTION** This message appears because Customer records have Sales Tax Items assigned to them, but the Sales Tax feature is not turned on in QuickBooks Desktop (QBDT). **Two Options to Res…