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Post tax under the correct QuickBooks sales tax field

This article helps Webgility Desktop users configure their settings to ensure sales tax is posted correctly in QuickBooks Desktop. Proper configuration supports accurate tax reporting and ensures alignment with standard accounting practices. By enabling specific tax handling options in Webgility Desktop, users can delegate tax calculation to QuickBooks Desktop and ensure the appropriate tax codes are applied to both taxable and non-taxable items.

 To post the sales tax under the correct QuickBooks sales tax field, follow the steps mentioned below:

 

1). Navigate to the Sales Tax settings by going to Connections, then go to Accounting/POS/ERP, and to Sync Settings. Select Sales Tax.

 

2). Enable the option "Let QuickBooks recalculate the sales tax" to ensure sales post under the correct QuickBooks Desktop sales tax field.

3). Enable the option to post taxable and non-taxable items based on their respective tax codes.