Canada Sales Tax Tab
This tab is where you specify how QuickBooks Online should handle taxes from QuoteWerks documents.
I do not charge GST or PST tax in QuickBooks
Check this box if you do not collect or charge GST or PST tax in QuickBooks.
Sales Tax Code Mappings
Each line item in a QuoteWerks document has a QuoteWerks tax code associated with it.
When exporting estimates/invoices to QuickBooks Online you will need to specify the QuickBooks tax code that matches each of the QuoteWerks tax codes.
Special Notes on Tax Code Mapping
On the Tax Codes tab in the QuoteWerks QuickBooks link setup you need to match up the QuoteWerks tax code B, G, P, and N with corresponding tax codes that are setup in QuickBooks.
In QuoteWerks you setup the GST tax rate on the Regional tab of the Tools -> Options menu. This GST tax rate is applied to all quotes (orders and invoices too) unless on the quote you select the “GST tax exempt” option. The PST tax rate in QuoteWerks is specified on each quote on the Sale Info tab. You can set the default PST tax rate for all new quotes on the Documents tab of the Tools -> Options menu.
In QuickBooks Online, for each tax code, you specify a GST and PST tax rate. You need to make sure that the tax codes in QuoteWerks that are mapped to the tax codes in QuickBooks Online have the same GST and PST tax rates. If they do not, you will find that when the quote is exported to QuickBooks Online, the GST and PST calculated amounts will be different than the amounts calculated in QuoteWerks.
For instructions on the next topic, view the Mappings tab.
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