Sales Tax Integration with QuickBooks Desktop

Tax FAQs | Tax Reports | Tax Overview

Sales tax amounts collected in Point of Sale are sent to QuickBooks Desktop financial software according to the sale tax mappings specified for each Point of Sale tax code used. Tax codes and the QuickBooks Desktop tax mappings used by Point of Sale are defined on the sales tax page of company preferences.

When configuring your Point of Sale sales taxes, you can leave the QuickBooks Desktop tax mappings blank and Point of Sale will automatically create matching tax items and codes in your QuickBooks Desktop financial software.

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If you set up a Point of Sale multi-rate tax code, one tax item is created in QuickBooks Desktop for each component rate included in the code.

Custom Mapping of Sales Tax to QuickBooks Desktop

If you prefer, and you have already set up sales tax items/codes in QuickBooks Desktop, you can manually map your Point of Sale tax codes to those when setting up your tax codes in Point of Sale.

If you are required to collect and pay sales taxes to multiple agencies (city, county, and state, for example) you should set up a sales tax group in QuickBooks Desktop and then map your Point of Sale tax code(s) to the group. Learn more.

Related Topics

Setting up sales tax in QuickBooks Desktop

Setting up sales tax codes in Point of Sale

Using sales tax codes

Using sales tax locations

Assigning tax codes to items