How to import Sales Tax on transactions into QuickBooks

If you need to include Sales Tax on Invoices or Sales Receipts that you import into QuickBooks  (US editions) then Axis provides a way for you to do that.  Unfortunately it is not possible to import Sale Tax Amounts directly into QuickBooks as Intuit does not permit that however it is possible to specify a Sales Tax Code.

Sales Tax Codes
can be applied to the entire transaction (ItemSalesTaxCode) or to the Customer (CustomerSalesTaxCode) or at the transaction line level (SalesTaxCode).   The SaleTaxCode field - Each item or customer on an invoice or sales receipt is assigned a sales-tax code that indicates whether the item or customer is taxable or non-taxable.  The default options in QuickBooks are NON and TAX however these may be modified so please check you Tax Code list in QuickBooks before setting these, if the Tax Code imported into QuickBooks is not found then Axis will report an error.
  • Non-taxable (Name = NON)
  • Taxable (Name = TAX)

When it comes to determining Sales Tax then QuickBooks will consider if the Customer is Taxable and if the Item is Taxable and make the necessary tax calculation.  For more information about Sales Tax in QuickBooks refer to Intuit Support or read here

Article ID: 106, Created On: 10/21/2011, Modified: 12/1/2011