By default, Connex adds non or tax to line items in QuickBooks. You can use the tax codes from QuickBooks or add rules to change the codes.
What is a tax code?
Tax codes determine whether a line is taxable. This one is non-taxable:
How do I use the tax codes from the customer record?
At the Connex configure page, click the advanced tab. Check use tax codes from QB customers. Connex will add the default tax code from the customer:
How do I create a rule to map tax codes?
In this example, we map a tax code for taxable items. Here are the steps:
After mapping the tax code, it will appear on the line items and as the customer tax code:
How do I map the tax codes on the shipping line item?
Since shipping methods are mapped differently than products, you must add a rule to map the tax code. In this example, we will add a rule called SHP. If the shipping method is not empty, then apply the code SHP.
You may also say if the order tax is more than zero, then apply a code.