Setting up Sales Tax
If your QuickBooks Company file has Sales Tax enabled, you must also enable it in TurnLink, even if you do not use it for wholesale accounts.
If you do have some customers that you will be charging Sales Tax from within TurnLink, you can do this as well by adding the tax items to QuickBooks so they can be used in Orders.
Click on Setup > Integrations > QuickBooks:
In the 'Order Options' section set 'Sales Tax' to 'Active in QuickBooks'. Then, add the first of your tax items from your QuickBooks Tax Item List and click 'Save'. Repeat for all tax items you wish to appear on the TurnLink Order Form.
**You CAN NOT have a comma your Item Name for a tax item or group.
Once you have added all of the items, select the one that you wish to be the DEFAULT for all companies.
**You can set a company's individual default from within their TurnLink Record. Click Here for details.
**If most of your Companies in TurnLink should not be charged Sales Tax, but some of them should, you should make an Item in QuickBooks that is associated with a 0% tax rate, calling it whatever you would like, 'Non Taxable', for example. You would make this 'Non Taxable' Item tied to the Sales Tax Code 'Non' while the Items that are for taxes that you do charge would be setup as 'Tax'.
If you do have some customers that you will be charging Sales Tax from within TurnLink, you can do this as well by adding the tax items to QuickBooks so they can be used in Orders.
Click on Setup > Integrations > QuickBooks:
In the 'Order Options' section set 'Sales Tax' to 'Active in QuickBooks'. Then, add the first of your tax items from your QuickBooks Tax Item List and click 'Save'. Repeat for all tax items you wish to appear on the TurnLink Order Form.
**You CAN NOT have a comma your Item Name for a tax item or group.
Once you have added all of the items, select the one that you wish to be the DEFAULT for all companies.
**You can set a company's individual default from within their TurnLink Record. Click Here for details.
**If most of your Companies in TurnLink should not be charged Sales Tax, but some of them should, you should make an Item in QuickBooks that is associated with a 0% tax rate, calling it whatever you would like, 'Non Taxable', for example. You would make this 'Non Taxable' Item tied to the Sales Tax Code 'Non' while the Items that are for taxes that you do charge would be setup as 'Tax'.
Then make this 0% tax item (eg Non Taxable) your default in TurnLink so that most companies will be set to a 0% tax rate. You can then assign the other Tax items to the appropriate companies in the Order Detail Options of a Company Overview or via Advanced Search > Push Results To > Direct Order Options.