Since QuickBooks Online allows users to either calculate the Sales Tax Amount using their Sales Tax dropdown or entering a Sales Tax Amount manually, there are a couple things to keep in mind if you want to map the total Sales Tax Amount from your source object to a QBO transaction.
Important to Note:
- QBO requires that line items be marked as taxable in order to assign a Sales Tax Amount to a transaction.
- QBO requires that a Sales Tax Rate is assigned on the transaction via the Sales Tax Rate dropdown in order to enter an amount.
As long as you keep both of these requirements in mind, mapping to the Sales Tax Amount will be easy.
In our example, we will be mapping from a Salesforce Opportunity to a QBO Invoice. First, you'll need two fields on the Salesforce Opportunity:
- A Sales Tax Rate name field. It is recommended that this be a picklist. It must match exactly to the Sales Tax Rates you have entered in QBO.
- A Sales Tax Amount field.
Once these fields are created, they need to be mapped to the appropriate fields in QBO. The field that has the Sales Tax Rate assigned in the source object needs to be mapped to the Item Sales Tax.Full Name field in QBO like below.
If the Item Sales Tax.Full Name field is not mapped, even if the Sales Tax Amount field has an amount, the Sales Tax Amount will not populate in QBO.
Next, the Sales Tax Amount field in the source objects needs to be mapped to the Sales Tax Amount field in QBO like below.
Once both mappings have been applied, they should appear as below:
These field mappings can be applied to QBO invoices, estimates, sales receipts, and credit memos.
After you've updated the mapping, we highly recommend that you run a few Single Record Syncs to confirm that the information is syncing as expected. You can access step-by-step instructions here or a video here on how to run a Single Record Sync.
Have additional questions? Reach out to firstname.lastname@example.org.