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

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