In the Accounting Setup Wizard, you can set up a default tax code to use for invoices that are created in DataQlick.
Then, in each of the Ecommerce Setup Wizards, you will choose how to process sales tax for each channel.
For Amazon and Shopify, you can choose to turn on (or keep off) DataQlick’s Recommended Sales Tax feature (described below). This will allow you to match sales tax codes your your accounting system, or create new codes right from DataQlick.
You can also choose to record Sales Tax as a Line Item if you do not want to record using the sales tax field (linked to Sales Tax Codes). This is only available when the DataQlick Recommended Tax if OFF).
DataQlick brings in the actual sales tax charged from the connected Sales Channel.
The sales tax codes from the Sales Channel need to be linked to the sales tax codes in QBO. If an order comes into DataQlick with a sales tax code that is not linked, the order goes into Pending Sync under Sales.
DataQlick provides Tax Validation – a way for you to match (link) codes, or create a new sales tax code in QBO for the orders that come into pending.
When an order comes into Pending Sync, there will be a red exclamation point warning sign under the Tax link issue column. Click on the transaction number next to the sale with the Tax link issue.
At the bottom of the Review Transaction page, will be the Tax validation box. Click on the Edit tax button to match it to an existing tax code or to create a new code in your accounting system.
After making your selection, click on the green Validate button.
Back on the Review Transaction page, click on Link Tax.
You can also choose to Overwrite the sales tax that comes in from the sales channel.