- Connex for QuickBooks User Guide
- Sales Orders
-
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
- Billing
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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
- Amazon
- Amazon Settlement Report
- Bigcommerce
- ERPAG
- Hubspot
- Keap
- Magento 2
- Salesforce
- ShipBob
- ShipRush
- ShipStation to QuickBooks
- From QuickBooks to ShipStation
- ShipWorks
- Shopify
- Square
- Stripe
- Walmart
- WooCommerce
- Veeqo
- CIN 7
- Zoho Books
- Sage Business Cloud Accounting
- FreeAgent
- Acumatica
- Clear Books
- Microsoft Dynamics 365
- Netsuite
- Procountor
- Sage Intacct
- Xero
- Freshbooks
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Rules Engine Guide
Why Does My Sales Order Sales Tax Item Remain Open?
Use a QuickBooks tax code or change the item type
Problem
Your sales order remains open, even though Connex synced an invoice.
Description
QuickBooks will not close a sales order if one of the lines includes a Sales Tax Item. This is a common occurrence when Add tax as a line item is selected in the automatic mapping section of sales tax settings.
Solutions
#1 Map QuickBooks tax codes
- In Connex, go to sales tax. Disable the Add tax as a line item setting in the automatic mapping section of sales tax settings.
- Use Manual Mapping to apply tax codes by either uploading a .CSV file or entering individual codes.
For additional information:
- The following article provides details on mapping tax codes: How Should I Map Tax?
- Connex also supports grouped tax code: Do You Support QuickBooks Grouped Tax Codes
#2 Create sales tax as a service item
- In Connex, enable the Add tax as a line item setting in the automatic mapping section of sales tax settings.
- Find the Sales Tax Item in your QuickBooks file that matches this naming convention. Change the name of this Sales Tax Item to something else (eg, ShopifyTaxOLD).
- Recreate SalesTax a service item:
- Create a new Service Item called SalesTax:
- Now create a new liability account (you can call it whatever you want). Assign this liability account to the new Service Item. This option allows you to import sales tax as a line item without using a Sales Tax Item in the line.
- The sales tax amount will apply to the liability account. We recommend using journal entries to manage debit sales tax income and credit sales tax payable, on a scheduled interval. This can be done under Company > Journal Entries: