All Collections
Webgility Online
Setup
Sales Tax & Discount
Set up Sales Tax in Webgility Online for QuickBooks Online.
Set up Sales Tax in Webgility Online for QuickBooks Online.

Setup Sales Tax in Webgility online

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

Set up Sales Tax in Webgility Online for QuickBooks Online

If you want to post every order individually as a sales receipt or invoice to QuickBooks and record sales tax using Webgility Online for QuickBooks-Online, follow the steps below:

1). Go to Settings> Accounting and select Detailed Accounting

2). Click Yes on the pop-up to confirm the change.

3). In the Sales Tax Settings area, select the Sales Tax Item you want to use to record your sales tax and click Save.

  • Record taxes from the online store in QuickBooks.

  • Record taxes from the online store as a line item in QuickBooks.

  • Do not record tax for states.

NOTE: The option "Do not record tax for states" is used to record sales tax for specific locations only, not for all states while posting to QuickBooks-Online. You can select the states where you don't want to record tax while posting orders to QuickBooks Online.

Setup Sales tax in Webgility Online for QuickBooks Desktop:

Go to Settings> Accounting and select Detailed Accounting.

1), Click Yes on the pop-up to confirm the change.

2). In the Sales Tax settings area, select the Sales Tax Item you want to use to record your sales tax and click Save.

In QBD, you have two options to record tax in online orders:

  • Record taxes from the online store as a line item in QuickBooks

  • Let QuickBooks calculate tax

If you want to use QuickBooks tax percentage calculation (taxable and non-taxable) while posting an order to QBD instead of store tax calculation, choose the second option.

NOTE: To record tax in multiple tax locations in QuickBooks, choose Yes for the option “Record Tax in multiple tax locations in QuickBooks” and configure the setup shown below, then click Save.

Did this answer your question?