This article will cover the steps required to import tax codes from both QuickBooks Online and Desktop. Additionally, how to assign a tax code to a property will also be covered in this article.
Set Up Tax Codes in QuickBooks
The first step to implementing tax codes in FieldCentral would be to import your tax codes from QuickBooks. If sales tax codes are not already set up, please refer to the articles listed below provided by intuit covering how these are entered into QuickBooks.
Set up a new sales tax code in QuickBooks Online
Set up sales tax in QuickBooks Desktop
Importing Tax Codes from QuickBooks Online
For those using QuickBooks Online, you would navigate to the settings section of FieldCentral and then click the integrations tab. If your QuickBooks account is already integrated with FieldCentral, you should see the option to Import Tax Codes.
After clicking Import Tax Codes, a screen will appear previewing the tax codes that would come over on the import. If everything looks correct, you can click the import button at the bottom of the screen to import the tax codes.
Importing Tax Codes from QuickBooks Desktop
For those using the Desktop version of QuickBooks with FieldCentral, the first step would be to open the integration tool. If the integration tool is not currently available on a device with access to QuickBooks, the tool can be downloaded from the integrations section of the program.
Once the integration tool is opened, you would then enter in your credentials for FieldCentral before clicking Login. Once logged in, you can then choose to Import Tax Codes, include the option to include all tax codes, then click start to pull the tax codes into FieldCentral.
Assigning Tax Codes
Once tax codes are imported and are available in FieldCentral, these tax codes can now be assigned to various properties. To set a tax code, you would first open the main menu and navigate to the accounts section of the program. From there you would open the property search and double click the property you would like to assign a tax code.
After entering the property account, you can click the edit icon in the top right corner of the page and then the billing tab on the left-hand side of the screen. From here, you should be able to adjust the tax code for the assigned property based on location and/or entity type.
Once adjusted make sure to click done in the top right corner to finalize changes.
