Collect Sales Tax must be enabled
Create an item for SalesTax as type “Sales Tax Item” in
- Edit -> Preferences -> Sales Tax
- Named SalesTax-[ST]ate, for example SalesTax-OK, SalesTax-TX, SalesTax-FL
- THIS MUST BE NAMED SALESTAX(ONE WORD) + A DASH + THE STATE ABBREVIATION
- SalesTax-FL
- SalesTax-TX
- SalesTax-OK
- ALERT! The newly created Sales Tax Line Item will AUTOMATICALLY be assigned as the Default Sales Tax Item. Nothing you can do will change this
- You must save the Sales Tax preferences then go back into the Sales Tax preferences and change the Default Sales tax item to a Sales Tax Item other than one of the ones that will actually be used, otherwise errors will occur on import.
- You must assign a vendor to the Sales Tax account as the “Tax agency”
- For example Florida Department of Revenue must be setup as a Vendor
- For Example SalesTax-OK would need to have a tax agency of “OK Department of Revenue”
- The Tax Rate can be set to 0 as the values are passed directly into QB from SMART rather than calculated by QB
Situation:
An invoice is missing in Quick Books, but it’s in SMARTSystem.
Solution:
Under the Management menu, go down to the third section. Locate, and click on, “Reflag Invoices for Export to Accounting.”
Once the program launches, select the date range you’ll need to locate the invoice. A list of invoices will display in the window for that date range.
Locate the invoice(s) that are missing and click the checkbox for the ones you want to have re-export.
Click the “Save Changes” button at the top.
The next time you run End of Day, the selected invoices will be re-exported to be brought into Quick Books.
Problem:
When end of day is run, the Invoice Payment Register is reporting one amount, but it doesn’t match what was brought in to Quick Books. What is happening to cause this?
Changes were made to the sales orders associated with the invoices that were already in Quick Books.
Any changes made to a sales order,will automatically cause the invoice to be updated with the changes. The invoice then gets flagged to be re-exported.
The changes will not be imported to QB because the invoice is already there. The updated invoices are listed on the Invoice Payment Register to let you know that something has changed and that QB needs to be updated manually.