Built by owners, for owners.

QB Integration: Tax issues

Vote for this feature
1 Vote Status: Requested
Replies: 3 - Pages: 1 - Last Reply: Apr 12, 2021 11:29 AM by: Dori123
Dori123
Registered: 9/27/20
QB Integration: Tax issues

Currently, the tax lines are coming into QB as a line item on the invoice.

Taxes should be coming through to the Tax line item on the invoice so that the tax reporting is correct.

Currently, I have multiple invoices with tax line items from OR, but when I run the tax reports in QB, they show $0 collected in taxes, because the amounts are not showing up in the tax field.

Please direct the taxes in OR to flow through to the Tax field in QB so that they can be reported on from QB.

Thanks!!

Paul W
Registered: 6/9/09
Re: QB Integration: Tax issues

Hi Dori,

Thanks for the suggestion!

You may already know this, but we have a blurb written in our QuickBooks FAQ doc here about this issue:

https://www.ownerreservations.com/support/articles/quickbooks-common-issues-questions#taxes

Basically, we don't support the built-in tax wizard that QuickBooks uses because it creates complications. Instead we recommend using Product or Service Items in QB to map to a Taxes liability account. Then map your OR taxes to those Product or Service Items instead.

But we will leave this here as a feature request to see if we can get the built-in tax wizard supported in the future.

Dori123
Registered: 9/27/20
Re: QB Integration: Tax issues

Thanks for the response.
I may have to de-activate my QB / OR integration. I think it has a lot of potential, but I find since the integration I've had to add things to my routine in order to keep QB correct. Getting the taxes and refunds / cancellations correct in QB are particularly time-consuming given the way OR integrates those. I am eager to see where it is in a few months though.
Thanks

Pages: 1