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Mark THIS CUSTOMER IS TAX EXEMPT in QuickBooks Online Customer Import
QUESTION How can in the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup being checked when importing Customers? 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 CUSTOMER I…
QuickBooks Non US Versions - Tax Implications
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 hav…
Default Sales Tax Code Not Importing with Customer Import into QuickBooks Online
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…
Sales Tax Code Does not Exist Error when Importing Invoices into QuickBooks Desktop
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.
How to Tell if QuickBooks Online is Set Up as Automatic Sales Tax or Manual Sales Tax
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 follo…
Invalid Reference to QuickBooks Item Sales Tax. Transaction Sales Tax is Currently Disabled by Preferences.
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 Reso…
