Fixing Sales Tax Issues in QuickBooks Desktop for WooCommerce Orders via Webgility Desktop

Ensure the following access and configurations are in place before proceeding:

Webgility Desktop and QuickBooks (Desktop or Online) access with admin rights
WooCommerce admin access (via WordPress)
Avalara tax integration is fully configured in WooCommerce

Resolution Steps

Step 1: Review Tax Settings

For QuickBooks Desktop:
- Go to: Lists > Item List
- Locate the product in question.
- Check if a Tax Code and Income Account are associated with the item.
For QuickBooks Online:
- Navigate to: Sales > Products and Services
- Locate the product.
- Ensure the Taxable checkbox is enabled.
Step 2: Test with a Sample Product
- Select a single product.
- Make necessary updates and run a test sync before applying changes to multiple products.
Step 3: Repost Previous Orders (If Needed)
- Navigate to: Posted Orders section in Webgility.
- Unsync the affected order(s).
- Redownload and repost them to QuickBooks to reflect updated tax settings.
Step 4: Verify Avalara Integration in Webgility
- Navigate to:
  Connections > Accounting POS ERP > Sync Settings > Sales Tax > Avalara
- Click Test Connection to ensure integration is active and valid.
- Note: This process should correct the taxability flag issue for products syncing from WooCommerce to QuickBooks via Webgility.

This article guides Webgility Desktop user on why orders posted from WooCommerce to QuickBooks Desktop via Webgility Desktop may not be marked as taxable even when Avalara calculates tax and how this can lead to incorrect sales tax reporting and accounting discrepancies.