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QB Integration: Tax issues

Status: Requested 2 Votes
Dori123
Apr 1, 2021 2:46 PM
Joined Sep, 2020 75 posts

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
Apr 5, 2021 10:12 AM
OR Team Member Joined Jun, 2009 712 posts

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
Apr 12, 2021 11:29 AM
Joined Sep, 2020 75 posts

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

Maine Cottage Ke
Feb 12, 2022 4:36 PM
Joined Dec, 2020 13 posts

If you add a product to the item catalog they maps to the right tax category in Quickbooks, you can still use their native tax reporting. You just need to map it to the right GL category for Sales/Lodging Tax