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QB Integration: Tax issues

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Replies: 2 - Pages: 1 - Last Reply: Apr 5, 2021 10:12 AM by: Paul W
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.

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