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How to Import Tax mapping through CSV file in Webgility Desktop
How to Import Tax mapping through CSV file in Webgility Desktop

This article provides step-by-step instructions on how to import tax mappings using a CSV file in Webgility Desktop.

David Pond avatar
Written by David Pond
Updated over a week ago

Definition:

Record separate tax items into QuickBooks, by importing the tax mapping into Webgility using a CSV file.

Steps:

1). Go to Integrations> Accounting/POS/ERP> Posting Settings

2). Click on Sales Tax> enable Setup different taxes by state> Setup Tax Locations

3). Select the way you want to map the taxes (by State or by County). Create at least one entry of the mapping. Click on Save, then select the export to a CSV file icon located in the bottom right corner. Save the file to a location on your PC.

4). Open the exported file into an Excel sheet and map the states with the city jurisdiction you want to collect the sales tax in. Make sure that the Tax Item Names are identical in QuickBooks as well.

5). Once you are done with mapping on the Excel sheet, save the file, access Webgility Setup again, and under the same window (Tax Locations) click on the import button

6). In the next window, select the file you have created with the tax mappings and click Open.

7). Once the CSV file is imported to the Setup Tax Locations window, click Save and then close the window.

8). After closing the Setup Tax Locations window, click on Save & Continue button on the sales tax posting settings page.

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