Set Up QuickBooks Desktop Sales Tax

Sales Tax Overview | Sales Tax Integration

If you collect sales tax, you must have sales tax turned on in your QuickBooks Desktop financial software, so that Point of Sale can send sales tax information.

To turn on the collection of sales tax in QuickBooks Desktop financial software:

1. Start your QuickBooks Desktop financial software and open the company file which you are going to integrate with Point of Sale.

2. From the QuickBooks Desktop Edit menu, select P references.

3. Select S ales Tax from the left-side preferences menu.

4. Select the Company Preferences tab.

5. If you collect sales tax, make sure the response for "Do you charge sales tax?" is Y es.

If you do not charge sales tax, answer N o.

6. Select OK.

With this setting turned on, Point of Sale will automatically create sales tax items and tax codes, as necessary, in QuickBooks Desktop when sending sales tax information. Learn more.

Custom Mapping of Sales Taxes to QuickBooks Desktop

If you prefer to set up your own QuickBooks Desktop sales tax items, or if you wish to use sales tax groups in QuickBooks Desktop to pay taxes to multiple agencies, define them in QuickBooks Desktop first. Then, when setting up sales tax codes in Point of Sale, link them to the applicable tax items/groups you have set up in QuickBooks Desktop. Refer to your QuickBooks Desktop documentation and help files for more information about defining tax items and groups.