Do you support QuickBooks grouped tax codes?

Introduction

In some cases, sales tax is applied at the city, state and county level. In this example, we will map a QuickBooks tax code based on a Shopify tax code. The sale was placed in Monterey County. We will say if Shopify applies a certain tax code, then map a QuickBooks tax code.

Create grouped tax code

You need to create a grouped tax code in QuickBooks to mimic the tax code in Shopify. Here are the steps:

1. In QuickBooks, go to lists > item list.
2. Click add.
3. Create two new sales tax items.
4. Create a new grouped tax code called Carmel City Tax. Add the sub items:

Add Tax Mapping

You must map the tax code by county:

1. Log into Connex.
2. Click rules engine.
3. Click order previewer.
4. Choose a site and enter an order number.
5. Click the eye icon.
6. Note the custom fields:
7. Go to rules engine > add new rule. 
8. Choose map item sales tax as the action.
9. Enter custom field, equals Monterey County Tax.
10. In the map to, enter Carmel City Tax:
    
    

🔷 Next: Map Tax as a line item (Step 3)