Setting Up Default Tax Codes for QuickBooks Export

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Issue:

When exporting order forms from SAGE Order Management to QuickBooks the tax configuration in QuickBooks will be used whether or not the order is taxable or tax exempt (using QB tax codes).  Follow the steps below to configure the default Taxable and Tax Exempt Codes in SAGE.

Solution:

To change settings:

1. In SAGE Online click Tools | Options |  QuickBooks.

2. Configure the Default Tax Code for your situation.


For US based users:

Normally in the US the Default Taxable Tax Code will be set to "TAX" and the Default Exempt Code will be "NON"

For Canadian users:

Generally the Default Taxable Tax Code will need to be set to "S" and the Default Exempt Code will be "E", or depending on where you are located one of the other preset tax codes from QuickBooks.

To charge HST only you would set the codes to "H" and "E".

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