QuickBooks integration: Difference between revisions

Line 49:

You can also add a note to be reflected in the Quickbooks invoices.

[[File:Quickbooks send transactional email.png|1200px|center|link=https://help.simplybook.me/images/c/c3/Quickbooks_send_transactional_email.png]]

==Taxes==

To activate this option and pass taxes information to Quickbooks please check the "Add tax info to transaction document" in the Custom features -> Sales tax in your SBPay.me interface. And select the corresponding tax location.

[[File:Qb tax enable path.png|1200px|center|link=https://help.simplybook.me/images/1/10/Qb_tax_enable_path.png]]

''For Global tax location''

Also navigate to Settings -> Taxes in SBPay.me interface, select the necessary tax and set the exact tax name as it is defined in QuickBooks.

[[File:Sbpay edit tax path.png|1200px|center|link=https://help.simplybook.me/images/4/43/Sbpay_edit_tax_path.png]]

[[File:Qb tax global path.png|1200px|center|link=https://help.simplybook.me/images/c/cf/Qb_tax_global_path.png]]

'''Please note!'''

* Tax is defined for each line separately;

* All lines with taxes should have the same tax type (inclusive or exclusive) throughout the order;

* The orders that contain lines with multiple taxes will not be passed to Quickbooks;

* If the order contains lines with no tax applied it will not be passed to Quickbooks;

* The orders that contain lines with mixed inclusive and exclusive taxes are not passed to Quickbooks;

* If the Quickbooks tax name is not set for some tax in that order it will not be passed to Quickbooks.

''For USA tax location''

For now it is only possible to use Automated Sales Tax (AST) as defined in QuickBooks. If you set the tax name set in SBPay.me Settings -> Taxes, it will be ignored.

'''Please note!'''

* Tax is defined for the whole order. On the SBPay.me side, this means that ALL lines should have the same single tax with the same rate and type set for each order line;

* Tax is always exclusive.

@@ Line 49: / Line 49: @@
 You can also add a note to be reflected in the Quickbooks invoices.
 [[File:Quickbooks send transactional email.png|1200px|center|link=https://help.simplybook.me/images/c/c3/Quickbooks_send_transactional_email.png]]
+<br><br>
+==Taxes==
+To activate this option and pass taxes information to Quickbooks please check the "Add tax info to transaction document" in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Sales tax</span> in your SBPay.me interface. And select the corresponding tax location.<br><br>
+[[File:Qb tax enable path.png|1200px|center|link=https://help.simplybook.me/images/1/10/Qb_tax_enable_path.png]]
+''<u>For Global tax location</u>''<br>
+Also navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span> in SBPay.me interface, select the necessary tax and set the exact tax name as it is defined in QuickBooks.
+[[File:Sbpay edit tax path.png|1200px|center|link=https://help.simplybook.me/images/4/43/Sbpay_edit_tax_path.png]]
+[[File:Qb tax global path.png|1200px|center|link=https://help.simplybook.me/images/c/cf/Qb_tax_global_path.png]]
+<br><br>
+<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
+* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Tax is defined for each line separately;</span>
+* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">All lines with taxes should have the same tax type (inclusive or exclusive) throughout the order;</span>
+* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The orders that contain lines with multiple taxes will not be passed to Quickbooks;</span>
+* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If the order contains lines with no tax applied it will not be passed to Quickbooks;</span>
+* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The orders that contain lines with mixed inclusive and exclusive taxes are not passed to Quickbooks;</span>
+* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If the Quickbooks tax name is not set for some tax in that order it will not be passed to Quickbooks.</span>
+<br><br>
+''<u>For USA tax location</u>''<br>
+For now it is only possible to use Automated Sales Tax (AST) as defined in QuickBooks. If you set the tax name set in SBPay.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span>, it will be ignored.<br>
+<br><br>
+<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
+* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Tax is defined for the whole order. On the SBPay.me side, this means that ALL lines should have the same single tax with the same rate and type set for each order line;</span>
+* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Tax is always exclusive.</span>
 <br><br><br><br>