How do I map the tax codes on line items?


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?

Login to Connex. Hover over the gear box. Click rules engine and click add new rule. You can use more than or equals to compare the total tax:

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