I have a recipe that sends invoices with multiple line items from Salesforce to Quickbooks Online (QBO). Some line items are taxable. If I enter these invoices manually in QBO tax is calculated. If I send these invoices via Workato tax is not calculated. Is there a field that needs to be included in order for sales tax to be calculated? I've tried many scenarios, searched for documentation and for recipes that calculate tax but come up empty handed. Can someone help with tax calculations?
Best Answer
C
CJ Wee
said
over 5 years ago
Hi there!
It's definitely possible to make line items taxable. To start off, in the step where you are creating "Invoice with multi line item in Quickbooks", ensure that you have the "taxable" input option checked. Do refer to the screenshots below for instructions.
1) Click on the step to expand it.
2) Scroll to the bottom of the step to the "Add/remove optional fields" dotted box. Click on it to reveal the optional input fields that you can use.
3) Look for the "taxable" input field and check it.
Once it is checked, you will find this input field in the step. Valid values, as stated in the hint, are "TAX" or "NON". If you use "TAX", it means that the line item will be taxable.
If you use "TAX", it also means that you need to fill up "Tax code ID" field to indicate which Tax you will be using for line items which are taxable.
There's a bit more setup required before this step though, and we are currently working on documentation to explain it.
In the meantime, can I check if you've received a Quickstart session that comes with your paid subscription?
If you have, I can get the Customer Success rep who did your Quickstart for you to get in touch with you regarding this issue. If not, I can help you schedule your Quickstart.
Answer
CJ Wee
said
over 5 years ago
Hi there!
It's definitely possible to make line items taxable. To start off, in the step where you are creating "Invoice with multi line item in Quickbooks", ensure that you have the "taxable" input option checked. Do refer to the screenshots below for instructions.
1) Click on the step to expand it.
2) Scroll to the bottom of the step to the "Add/remove optional fields" dotted box. Click on it to reveal the optional input fields that you can use.
3) Look for the "taxable" input field and check it.
Once it is checked, you will find this input field in the step. Valid values, as stated in the hint, are "TAX" or "NON". If you use "TAX", it means that the line item will be taxable.
If you use "TAX", it also means that you need to fill up "Tax code ID" field to indicate which Tax you will be using for line items which are taxable.
There's a bit more setup required before this step though, and we are currently working on documentation to explain it.
In the meantime, can I check if you've received a Quickstart session that comes with your paid subscription?
If you have, I can get the Customer Success rep who did your Quickstart for you to get in touch with you regarding this issue. If not, I can help you schedule your Quickstart.
Moat Sales Ops
Calculate Sales Tax - QuickBooks Online Invoice
I have a recipe that sends invoices with multiple line items from Salesforce to Quickbooks Online (QBO). Some line items are taxable. If I enter these invoices manually in QBO tax is calculated. If I send these invoices via Workato tax is not calculated. Is there a field that needs to be included in order for sales tax to be calculated? I've tried many scenarios, searched for documentation and for recipes that calculate tax but come up empty handed. Can someone help with tax calculations?
Hi there!
It's definitely possible to make line items taxable. To start off, in the step where you are creating "Invoice with multi line item in Quickbooks", ensure that you have the "taxable" input option checked. Do refer to the screenshots below for instructions.
1) Click on the step to expand it.
2) Scroll to the bottom of the step to the "Add/remove optional fields" dotted box. Click on it to reveal the optional input fields that you can use.
3) Look for the "taxable" input field and check it.Once it is checked, you will find this input field in the step. Valid values, as stated in the hint, are "TAX" or "NON". If you use "TAX", it means that the line item will be taxable.
If you use "TAX", it also means that you need to fill up "Tax code ID" field to indicate which Tax you will be using for line items which are taxable.
There's a bit more setup required before this step though, and we are currently working on documentation to explain it.
In the meantime, can I check if you've received a Quickstart session that comes with your paid subscription?
If you have, I can get the Customer Success rep who did your Quickstart for you to get in touch with you regarding this issue. If not, I can help you schedule your Quickstart.
CJ Wee
Hi there!
It's definitely possible to make line items taxable. To start off, in the step where you are creating "Invoice with multi line item in Quickbooks", ensure that you have the "taxable" input option checked. Do refer to the screenshots below for instructions.
1) Click on the step to expand it.
2) Scroll to the bottom of the step to the "Add/remove optional fields" dotted box. Click on it to reveal the optional input fields that you can use.
3) Look for the "taxable" input field and check it.Once it is checked, you will find this input field in the step. Valid values, as stated in the hint, are "TAX" or "NON". If you use "TAX", it means that the line item will be taxable.
If you use "TAX", it also means that you need to fill up "Tax code ID" field to indicate which Tax you will be using for line items which are taxable.
There's a bit more setup required before this step though, and we are currently working on documentation to explain it.
In the meantime, can I check if you've received a Quickstart session that comes with your paid subscription?
If you have, I can get the Customer Success rep who did your Quickstart for you to get in touch with you regarding this issue. If not, I can help you schedule your Quickstart.