If you haven't created tax items in your company file or you are working with a fresh company file, tax items will need to be created to configure the QuickBooks Desktop sync settings -> Taxes screen.
Important: Both an in-state and out-of-state tax item is needed for the Desktop sync settings in Unify.
To enable tax items in QuickBooks, go to Edit->Preferences and select the Sales Tax area. Then click on the Company Preferences tab:
Enable sales tax by click Yes, then select Add Sales tax item:
Creating your tax items
Tax items for both in state and out of state taxes should be created as a Sales Tax item in QuickBooks.
- Assign a name for the sales tax item
- Assign a Tax Rate % for the item
- All in-state tax items must have a vendor. Create a new vendor for this tax item if it doesn't exist in your QuickBooks company file.
Creating a tax vendor
If you are creating a new tax vendor, the vendor name is all that is needed at this time. After your vendor is named, click OK.
Now that tax items are enabled, your out-of-state tax item can be created from the item list area.
- The Out-of-state tax item needs no tax percentage or vendor.
Once all of your tax items are created in Quickbooks, go back into Unify and click the refresh button within the Settings >> Sync Sales > Sales Tax.
The Unify Desktop Extension will begin to sync the data. It should only take a few minutes. Once the data sync is complete, you will be able to select your new tax items to configure the taxes area of the QuickBooks Desktop sync settings.