Overview

This article will guide you through the setup for syncing taxes as line items in QuickBooks Desktop.


This feature is provided for the small subset of customers that need the functionality for specific applications that are integrated with QuickBooks. If you don't have this specific need you should not enable it.


This article only applies to:

  • Users utilizing the Full Sync to QuickBooks Desktop.
  • Users who want to sync tax liability as line items on an invoice instead of the typical location in the totals section.


Instructions

  1. In QuickBooks, create the following 2 records:
    • Sales Tax Item
      • Sales Tax Name:  Line Item Tax Agency
      • Description:  Line Item Taxes
      • Tax Rate (%):  0.0%
      • Tax Vendor:  Leave Blank
    • Sales Tax Group
      • Group Name:  Line Item Tax
      • Description:  Line Item Taxes
      • Tax Item:  Use "Line Item Tax Agency" that you just created.
  2. On the CoreBridge sync tool, go to Settings > Settings tab
    1. Check the box for: Sync Taxes as Line Item
    2. Click Refresh List next to Sales Tax Group and choose Line Item Tax from the drop-down. (The Tax Group you just created)
    3. Click Save & Validate Settings.
    4. Leave your mouse pointer visible on the sync tool. You will see a circle representing activity while the save process is happening. Before proceeding, wait for the circle to go away to signify that the Save process has completed.


What Happens In QuickBooks?

The next time you sync:

  • Invoices in QuickBooks will be assigned the Tax Group Line Item Tax as saved on the sync tool.
  • The invoice footer will show $0.00 tax.
  • Tax agency liabilities will display as line items.



FAQ

How will this affect how I pay Sales Tax in QuickBooks?

Tax Liability reports in QuickBooks will appear differently but the totals will be the same. You must rely on CoreBridge reports for a detailed breakdown of Sales Tax Liability.


Will this change affect historical invoices?

No. Only invoices synced to QuickBooks after the change to the sync tool will be affected.


Will line item taxes show up in Sales reports in QuickBooks?

No. Line Item taxes are tax agencies and will not affect your Sales reports in QuickBooks. Taxes are still tracked as a liability.


What happens if I unselect the option later on after I have already selected it?

Invoices from that point forward will post to the invoice footer and not as line items on the next sync.