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Using the QuickBooks Integration, Can I Sync Primary Tax with a Sales Tax Account

Objective:

  • To determine where Taxes are mapped in QuickBooks Online
  • Can I sync my Taxes to a Sales Tax Account 

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

  • For non-US customers: Mapping Clio Tax rates to Quickbooks Tax Rates
    Customers in Canada and EMEA (with non-US versions of QuickBooks Online) can select the ‘Include tax value with the corresponding line item’ option which allows Clio Manage to import sales tax rates from QuickBooks Online to perform sales tax calculations. See here

Answer:

US Customers:   No, Clio does not currently integrate with the US version of QuickBooks Online's Sales Tax Center. Instead, Clio applies tax as Line Items in the Bill. 

 

For Canadian & EMEA Customers: Yes, Clio Manage integrates with the non-US version of QuickBooks Online's Sales Tax Center.  Please see the Mapping Tax Rates (Non-US) section on how to set this up.

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