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Setting Up Sales Tax in QuickBooks Online

To Enable Sales Tax within QuickBooks Online Follow the Steps Below:

  • Once you are logged into QuickBooks Online, in the left-hand navigation, select Taxes. The Sales Tax Center appears.
  • If you have no sales tax rates set up, click the Set Up Sales Tax button or the Edit sales tax settings link to the right.

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  • QuickBooks will guide you through setting up a new sales tax rate, if you haven't set one up previously. Make sure that the tax rate you are creating matches the name and rate of the tax that you are using in your point of sale system.

If you need to make changes to your tax rate, after it is set or are having issues creating the correct rate, you would need to contact QuickBooks support 1-800-446-8848.

Enable Sales Tax in the Commerce Sync Settings

After you have made these changes in QuickBooks, you'll need to turn on the Transfer Sales Tax feature in your Commerce Sync account:

  1. Open the Commerce Sync Dashboard
  2. Select View under the Settings box (center option)
  3. Scroll down and toggle the box for the Transfer Sales Tax.
  4. Scroll to the bottom and click Save at the bottom right of the screen.

This will provide the tax information in your transfers moving forward from that activation date. The tax rate from your point of sale will be mapped to that matching sales tax rate in QuickBooks Online.

Please note that QuickBooks Online does not support having multiple tax rates on an invoice. 

Updated 7/29/2021

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