If you have an active QuickBooks Online integration, each sales tax rate you use in Boatyard needs to be mapped to the matching sales tax rate in QuickBooks Online. This keeps your invoice totals accurate when they sync between the two systems.
Click here to learn more about creating sales tax rates in Boatyard.
How to Map a Sales Tax Rate
Go to Settings and then the Taxes and Fees tab
For each sales tax rate, select the corresponding sales tax rate from the QuickBooks drop-down list. This list shows all the sales tax rates already set up in your QuickBooks Online account
Click Save
You can update this mapping at any time by selecting a different rate from the drop-down.
Don't see the drop-down field to select your QuickBooks sales tax rate?
If you aren't seeing the field to select the sales tax rate, this is most likely because you don't currently have any sales tax rates set up in QuickBooks. Please go to the Sales Tax section in QuickBooks and create a sales tax rate. Once you have an active rate, you will be able to select it from the drop-down.
Important: Matching Rates
The sales tax percentage set up in Boatyard should match the percentage used in QuickBooks Online for that same rate. If the rates do not match, your invoice totals will be different between Boatyard and QuickBooks once the invoice syncs, since QuickBooks will calculate tax using its own rate rather than the amount sent from Boatyard.