Configure Sales Tax in Quick Books to work with the Import Tool

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