How to import Sales Tax on transactions into QuickBooks Online

Using the Zed Axis import utility you can import transactions into QuickBooks Online with Sales Tax on them. This article specifically relates to US editions of QuickBooks Online for guidelines for importing Value Added Tax VAT (UK) or Goods and Services Tax GST (Canada, Australia) please refer to this article.
 
 

Method 1: Provide relevant Tax Codes and let QuickBooks calculate the Tax Amounts (Recommended)
  • At the line level - LineSalesItemTaxCodeRef - this is either TAX or NON and determines if the line item is taxable or not
  • At the footer level - TxnTaxCodeName - Name of the State, County or City Tax and rate to be applied to the transaction. (eg Sales Tax, Tucson, etc...)
Once these tax codes have been set and recognized then when imported QBO will calculate the necessary Tax amounts and add those to the transaction.
 
Method 2: Set the Tax Codes used and calculated Tax Amount (overide QBO Tax calculation)
  • At the line level - LineSalesItemTaxCodeRef - this is either TAX or NON and determines if the line item is taxable or not
  • At the footer level - TxnTaxCodeName - Name of the State, County or City Tax and rate to be applied to the transaction. (eg Sales TaxTucson, etc...)
  • At the footer level - Total Tax - the calculated amount of tax (overides QBO tax calculation)

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