On integration, all taxes and account codes in Quickbooks will be imported into Klipboard. All changes made to tax settings or account codes in Quickbooks will sync to Klipboard, any changes to taxes made in Klipboard will not sync back to Quickbooks.

At first time connection between Klipboard and Quickbooks, both account codes and tax rates are imported into Klipboard and stored in the Payment & Taxes area.


Defaults & Account Codes

After the first connection, the Default Tax and Default Account Code should be selected there.

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