How do I map sales tax to QuickBooks Canada?

Step 1: Configure QuickBooks Canada Tax Settings

1. Log in to Connex.
2. Navigate to Manage > Sales Tax.
3. Uncheck Add tax as a line item (QuickBooks Canada tracks tax at the subtotal/code level).
4. Set the QuickBooks Version dropdown to Canada.
5. Click Save.

Step 2: Upload Tax Mapping Rules

Tax mappings ensure items, shipping, and discounts receive the correct Canadian tax codes (or exempt status for US orders).

1. Go to Rules Engine in the left navigation menu.
2. Click Upload Rules (or the Upload icon).
3. Select and upload your mapping spreadsheet (.csv or .xlsx).

Rule Types Included in the File:

• Order Item Tax Code: Assigns the tax code applied to individual line items/products.
• Shipping Tax Code: Assigns the tax code applied to shipping charges.
• Discount Tax Code: Assigns the tax code applied to discounts.

Step 3: Update Mapping Rules

This is an optional step. You can click the red icon next to each rule to edit the results. If you charge tax in the United States, you can change the code from exempt to another tax code. To create taxable codes for the United States using QuickBooks Canada, read this guide.