Quickbooks Import QBI

[adam5532]

I'll give it a go on my test site soon. Thanks for the answer.

Sales Tax Question: As the year has ended and I'm trying to prepare my sales tax return, I've run into an issue. When I import the QBI iif file, it sets each item to non-taxable for out of state orders. While this isn't a huge problem, as the resulting sales tax is still calculated correctly, my sales tax report is more complicated than need be (as I typically set a complete order as non-taxable rather than individual items for orders inputed by hand). Is this how QBI is supposed to work, or did I mess up a setting?

Hi,

You had me worried here, but I double checked the behavior of Quickbooks, and QBI is working as it should.

The tax status of the order follows the tax status of the customer. There isn't a true way to set an order as taxable or non-taxable (there actually is a field in the iif file, but it is supposed to match the customer's tax status, and on the Invoice template inside of Quickbooks there is no way to control the overall tax status of an order).

If you create a new order from within QB, using a taxable (in-state) customer, and add items to it, you'll see that items that are taxable will show "Taxable" in the Tax column. However, if you create a new order from within QB using a non-taxable (out-of-state) customer, you'll see that when you add those same items, they now show as "Non-taxable" in the tax column. So, on an order to a non-taxable customer, every item is always set to 'Non-Taxable', and QBI is properly setting this in the iif file.

Thanks,
Adam