Connex can add tax as a line item if you have multiple tax rates in the same state. California charges different rates depending on the city and many e-commerce sites follow suit. If you charge a single rate for a state, Connex can use the QB POS tax rate.
Why does my QuickBooks POS order say exempt?
Exempt appears if your order has no tax or if you add tax as a line item. If you charge one rate for the entire state, then you may use a QuickBooks POS tax code. If you charge multiple rates for the same state, then Connex can add tax as a line item. The order will say exempt because it has no tax code. Under the sales tax area of our configure page, uncheck add tax as a line item.
How do I use the QuickBooks POS tax rate?
On the Connex configure page, uncheck add tax as a line item under the transaction tab. In this example, Connex will use the tax rate 6.25% for all Massachusetts orders:
How do I map out of state tax rates in QuickBooks POS?
Our tool sends sales to QuickBooks and sends line items as taxable or non-taxable. QuickBooks matches the shipping address state to a tax code. If there is a match, QuickBooks applies a rate. In this example, we will add Washington state sales tax:
- In QuickBooks POS, go to file and click company.
- Click preferences and click sales tax on the left.
- Click add tax location.
- Enter WA and click finish:
- Under WA, click edit tax code next to the tax row.
- In the wizard, click next.
- Enter single rate tax.
- Click next.
- Enter the tax rate and enter WA as the agency:
- On the bottom right, click save to exit the tax screen.
Here is the end result of a WA order.
Can I map different tax rates from QuickBooks POS to my orders?
Connex can map sales tax by county or by city. Leave tax as a line item unchecked. On the left of the configure page, click sales tax and add codes. Here is an example mapping of Middlesex County and Massachusetts: