Sales Tax – QuickBooks Configuration Procedure

To configure Sales Tax in Quick Books to work with the Import Tool:

• Single User Mode must be enabled to make changes to sales tax
• 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
• 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.

Note that the State Sales Tax item is not the one selected in “Most Common Sales Tax Item” this must be different for some reason.