Hi there, this is Adam from Customer Success, and today I would like to explain about how to go about with customising your recipes for Non-US QuickBooks Online.
You can Access your Infusionsoft-QuickBooks Online Marketplace App by going to the Tab App. From there, you can check out the details of any of these recipes by clicking on Show Details.
There are some parameters below, and look for a Tax Code Name field. Tax Code Name should be filled with any tax that you have in your QBO. The name inserted here will be the tax used for taxable items.
However, for non-US QuickBooks Online, you will face errors when running these recipes, they may look like these :
HOW TO RESOLVE THIS
A Business Validation error means that there are some values passed to QuickBooks that was not accepted or in invalid format. In this case, Step 27 throws a business validation error. So Let's go back to the recipe and take a look at Step 27.
To customise any recipe, you will have to go to the recipe's page. You can go to the recipe's page by clicking on the customise word below the recipe.
As you can see, Step 27's Tax Code uses a formula mode and "TAX" and "NON" for its value. For more info about formula mode, you can view it here.
This is throwing an error because "TAX" and "NON" are default Tax Values ONLY Available on QBO US version only. If we tried to use this on Non-US QuickBooks Online it will not work. To resolve this, we will need to have Tax Names that are available in our QBO account. In this example, I will replace "TAX" with "GST" and "NON" with "NoTax". You can learn more about US Tax in QuickBooks Online here.
Now, this field can be interpreted as, If Taxable Data Pill is True(denoted as ?), use Tax Code Name from the parameter(set as "GST") as the Tax Code. If Taxable Data Pill is false(denoted as :), use "NoTax" as Tax Code.
Keep In mind that in your QBO you NEED to have GST and NoTax as a valid Sales Tax.
I will now show you how this can be done. Check out GIF below for an example of how to create a "NoTax" Tax code with 0% Rate.
Now you should do the same for all tax code fields that has the same relevant value. They should be in creating invoice steps and add line item to invoice steps where a Search Item step is above it.
If you'd prefer all invoices to have Items to be TAX EXCLUSIVE, You can delete the whole value in the Tax Code field, and use only a relevant 0 Rate Tax Code. Make sure that FORMULA MODE on the right side of the field is Turned off.
Hope this helps, Cheers!