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Setting Up Sales Tax in QuickBooks Desktop

If you are transferring your sales tax information through Commerce Sync, you'll need to have your Sales Tax enabled in QuickBooks.

Below are instructions on how to enable Sales Tax in QuickBooks Desktop, how to add or edit your Sales Tax Rate and how to add or edit a Combined or Group Tax Rate.After you have made these changes in QuickBooks, you'll need to turn on the Transfer Sales Tax feature in your Commerce Sync account. See steps below.

To enable Sales Tax within QuickBooks Desktop:

  1. Go to Edit > Preferences. The preferences dialog appears.
  2. In the left hand navigation panel, click Sales Tax.
  3. Select the Company Preferences tab.
  4. Beside Do you charge sales tax?, click Yes.


From here click the Add Sales Tax Item button to open a new window where you can select a name, rate, and agency.

 

After initial setup, you can access your Tax settings easier by selecting the Manage Sales Tax icon that now appears in Home > Vendors.

 

To setup a Sales Tax Group Rate

When creating a Tax Rate in the Preferences dialog, select Sales Tax Group item.

 

Turn on Transfer Sales Tax Feature in Commerce Sync

Again, after you have made these changes in QuickBooks, you'll need to turn on the Transfer Sales Tax feature in your Commerce Sync account. Read more about Settings for QuickBooks.

  1. Open your Commerce Sync app
  2. From the Dashboard click on View under Settings
  3. Check the Transfer Sales Tax checkbox
  4. Click Save/Retry at the bottom of the screen.
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