Recommended Settings for Sales Tax for Webgility Desktop & QuickBooks Online
Sales tax settings can vary quite a bit between different clients with different sales tax needs. You will want to work with a tax specialist and inform your Webgility Implementation Specialist of how you need this configured.
Our recommended settings are shown below for a simpler configuration.
For Webgility desktop:
1). Navigate to Sales Tax settings by clicking Integrations> Accounting/POS/ERP> Posting settings> Sales Tax.
2). Click “Record sales tax calculated from online sales channel as a line item in QuickBooks”. This option bypasses the QuickBooks tax engine so you can be sure the collected sales tax amount always matches what your online sales channel collected. Select an item to record an order with taxes and an item to record an order with no tax.
3.) Check the box if you sell a mix of taxable and non-taxable goods and select the taxable and nontaxable items.
4). If you wish to have QuickBooks recalculate the tax and use QuickBooks tax, you would need to select “Let QuickBooks re-calculate sale tax.