Since Avalara is managing Sales Tax Payable, there is no need to use QuickBooks tax codes. Instead, track the income from sales tax and move it to your sales tax liability account monthly.
On the Connex configure page, scroll down to sales tax. Ensure that add tax as a line item is checked. Connex will create a sales tax item called SalesTax. When an order has tax, Connex will add a line item with the total tax. All lines will say non tax and QuickBooks uses the default tax code.
As sales reach QuickBooks, Connex will credit sales tax liability.
I need to use QuickBooks to send taxable orders to Avalara. How do I perform this action?
Each order item that is taxable must say tax. Here are the steps:
- Login to Connex.
- Click manage.
- Expand sales tax.
- Check add tax as a line item.
- Click save settings.
- Go to the rules engine.
- Add this rule to apply TAX to all lines.
What does the order look like?
Here is an example order.