Resolving Duplicate Tax Item Errors When Posting Credit Memos from Webgility to QuickBooks
This article helps Webgility Desktop users resolve errors that occur when posting a credit memo from Webgility Desktop to QuickBooks Desktop due to duplicate tax items. It explains how applying the same sales tax code at both the line-item level in Webgility Desktop and as the main tax item in QuickBooks Desktop can trigger the issue. The guide provides step-by-step instructions to fix the error and prevent it from recurring in future transactions.
How to Resolve
1. Identify the Duplicate Tax Item
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Try posting the credit memo from Webgility to QuickBooks.
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If the error appears, review the message and note any tax codes mentioned.
2. Review Tax Code Settings in Webgility
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Open Webgility Desktop.
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Go to Connections > Accounting > Sales Tax > Map Tax Codes.
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Check how sales tax codes are mapped
3. Adjust Sales Tax
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Determine which tax code is applied at the line item level.
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Choose one of the following options:
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Option A: Change the line item’s sales tax code in Webgility so it differs from the main tax item used in QuickBooks.
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Option B: Update the main sales tax item in QuickBooks to avoid conflict with the line item code.
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After making the change, save the settings in Webgility.