Goal:
- Syncing Taxes to QBO
- How to add taxes to QuickBooks
Answer:
When syncing a bill to QBO, Procurify can sync in 3 different ways.
Option 1: Adding taxes as a cost type
When adding taxes as a cost type to the bill the amount will sync to QBO as a new line item and populate fields based on the cost type setup.
Option 2: Adding Tax as a line item
When adding tax as a line item (either manually or as a miscellaneous cost from PO), it will sync to QBO as a new line item and populate fields based on the line item information. This will not populate the Tax sub-cost field in Procurify.
Option 3: Utilizing the QBO Tax sync feature
When tax sync is enabled on your domain and you are utilizing the line item tax field, Procurify will populate the embedded tax field on the line item in QBO. Your tax amount will then be displayed in the sub-cost section in QBO. This will also cover inclusive taxes. This process requires a Procurify representative to enable.