Objective:
- Invoice with taxes not syncing over to QuickBooks Online
- No error code for invoice not syncing over to QuickBooks Online
- Why is my invoice not syncing over to QuickBooks Online?
Environment:
- Clio Manage
- QuickBooks Online
Additional Information:
- There will be no QuickBooks Online error code associated to these invoices in Clio
Cause:
At one point secondary tax was enabled on Clio in Settings -> Billing, which then in the QuickBooks Online sync settings mapped out the Secondary Tax Rate to a Tax code that is no longer available.
Procedure:
Either reactivate the Tax Code in QuickBooks Online with the steps found here or take the following steps in Clio:
- Click Settings
- Click Billing (under the CLIO SETTINGS column)
- Click the Enable secondary tax checkbox to enable it and
- Click Save Bill Settings
- Click Settings on the left again
- Click Bill Syncing (under the SYSTEM column)
- Click Configure settings button for Quickbooks Online
- Under Line item tax options ensure that it is set to Include tax value with corresponding line item
- You'll notice that Secondary Tax Rate will appear, choose an available Tax Code from the dropdown
- Click Save sync settings
- Click Settings on the left main menu
- Click Billing under the Clio Settings Column
- Click the checkbox to disable Enable secondary tax and click on Save Bill Settings