Multi-Tier Tax, Calculated Once and Posted Cleanly.
Configure municipal, county, state and national rates in your operations hub. The integration builds, maps and balances the matching tax liabilities in QuickBooks Online.
Overview
Sales tax across multiple cities, counties and special districts is among the hardest parts of billing. Configure your tax objects in this platform and it will create corresponding tax objects in QuickBooks Online and will ensure that any tax liabilities incurred on invoices in this platform will map to those tax objects in QuickBooks Online.
One line for the customer, full detail for the ledger
- Create a municipal, county, state, federal or custom rate and the matching tax object is built and mapped automatically — no parallel setup by hand.
- Changing an existing rate spawns and synchronizes a new tax entity, which gets sent to QuickBooks Online.
Deactivation resiliency
If a tax rate or code is disabled in the accounting ledger, syncing does not fail. Future invoices carrying it still post, and tax liability reports keep incrementing correctly.
No double setup
Tax configuration lives in one place. You never have to rebuild a matching set of rates and codes inside QuickBooks Online to keep the two in agreement.
How it works
Set up city, county and state rates on the tax configuration screen.
The engine publishes matching tax entities into your QuickBooks Online account instantly.
Invoices calculate tax line by line on product taxability, and totals sync to your tax liability accounts.