Overview

This article will guide you through the setup for syncing taxes as line items in QuickBooks Desktop. There is a setting on the sync tool that controls this feature.


The feature is provided for the small subset of customers that need the functionality for specific integrations. If you don't have this specific need the setting should not be enabled.


This article only applies to the Full Sync to QuickBooks Desktop.



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: 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. The CoreBridge sales tax reports must be used 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 affect Sales/Income in QuickBooks since they appear along with other line items?
    No. Line Item taxes use the tax agency that was created. Taxes are still tracked as a liability.

  • What happens if I un-select the option later on after I have already selected it?

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

If the option is un-selected and you are still using the integration that required enabling this feature, sales tax liability in CoreBridge will not match the sales tax liability that is calculated by QuickBooks.