QuickBooks Online FAQ

How is sales tax handled for US companies that use QuickBooks?

Excerpt from QuickBooks - *US QuickBooks Online companies created after November 10, 2017 manage sales tax calculations via an automated sales tax (AST) engine. Sales tax is determined based on the source and destination address. The source address is the company’s legal address as available in the company settings. The destination address is the shipping address provided on the sales transaction. If a shipping address is not provided, the company address is considered as the destination address. The ability to customize the source address based on location of a given transaction is not supported.

How does the Quickbooks automated sales tax engine affect pushing data to QBO via the Codat API?

At the line level (of an invoice / bill / credit note etc) — the taxable status of each line is noted as either TAX or NON. TaxCode objects in this context are referred to as pseudo tax codes.

A TaxCode object is used to track the taxable or non-taxable status of products, services, and customers. Users can assign a sales tax code to each of their products, services, and customers based on their customers’ taxable or non-taxable status in QBO, via the Codat API.

In QBO, users can then use these codes to generate reports that provide information to the tax agencies about the taxable or non-taxable status of certain sales.

So, when a company has enabled the automated sales tax (AST) option in QBO as they are a US company, the tax will be calculated automatically by QBO and will ignore the 'taxAmount' if supplied in the push request. Given a company has enabled AST, then when the Options endpoint is called for the specific datatype and company, then the taxAmount will be documented as not available.

Is QuickBooks Online (FR) supported?

Codat support all the same technical features as for the UK and US versions, but currently there is no language support.

Is QuickBooks Self Employed supported?

Unfortunately, QuickBooks Self Employed uses a different API to QuickBooks Online. This API is not made public by Intuit and therefore it is not currently supported by Codat.

How does Codat handle QuickBooks Online's "Expense" transactions

QuickBooks Online uses expenses to record purchases that are paid immediately. Where these are recorded against a supplier, they are made available in Codat's Bills and Bill payments datasets.

Why can't I sync purchase orders from a QuickBooks Online Demo account?

Intuit only make Purchase Orders available on paid QuickBooks Online subscriptions, so are not available on any free demo or trial accounts.

Tracking categories

In Codat, QBO's "classes" and "locations" are mapped to tracking categories.

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