- Connex for QuickBooks User Guide
- Sales Tax
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Connex for QuickBooks User Guide
- Getting Started with Connex for QuickBooks
- Remote Desktop (RDP)
- Customers Matching
- Inventory Site
- Inventory Sync
- Multicurrency
- Orders
- Price Levels
- Products
- Refunds
- Sales Tax
- Sales Orders
- Unit of Measure
- Web Connector
- Getting Started with Rules
- Rules Engine Common Rules
- FAQ
- Deposit Match
- Cost of Goods Sold
- Troubleshooting
- Custom Store
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Connex Ecommerce Analytics
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Frequently Asked Questions
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General Troubleshooting Guide
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Company File
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Connex for QuickBooks Integrations Guide
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Rules Engine Guide
How do I import mulitple tax rules?
Connex allows up to 1,000 tax rules to be uploaded into a single account. This is ideal if you charge tax in multiple states or if you charge a different rate per city.
Here are the steps:
- Login to Connex.
- On our dashboard, click manage.
- Expand sales tax.
- In the sales tax grid, click import.
- Download this sample spreadsheet.
- Upload the spreadsheet.
How do the fields map?
Here is a list:
Field | Meaning | Notes |
City | If the city and state matches, then Connex uses this tax code. | |
Region | If the city and county are blank and if the order's U.S. state / Canada region match, then use this code. | |
TwoLetterISO | Two letter country code, like US or CA for Canada. | |
TaxCode | In QuickBooks, go to lists > item list. Filter by sales tax items. This is the QuickBooks tax code that Connex will use. | |
County | Connex can match tax codes by the city's county and U.S. state. This setting is ideal, if your tax rates change by county. |