Map Tax Codes Between DPS and QuickBooks Online for the First Time

This applies if you use tax codes/rates for billing invoices and/or accounts payable invoices. After you run the initialization process when you first set up the QuickBooks integration in DPS, you review the QuickBooks Online tax rates that were copied to DPS and automatically mapped.

Mapping links tax codes in DPS with the matching QuickBooks Online tax rates so that one set of tax codes/rates is used by both QuickBooks Online and DPS.

WARNING: If you create transactions that are shared between DPS and QuickBooks Online using tax codes/rates that are not mapped between the two products, the transactions are not updated in the other product the next time the updating occurs between the two products. For more information see Failed Transactions Due to Missing Account or Tax Code Mapping.

Prerequisites:

1. Enter tax rates in QuickBooks Online in Taxes > Sales Tax.
2. In DPS, use the QuickBooks Integration utility to enable the QuickBooks integration and connected QuickBooks to DPS. For more information, see Connect QuickBooks Online with DPS.
3. On the Integration Setup tab in the DPS QuickBooks Integration utility, enter default general ledger accounts in the Default Tax Credit Account field for billing invoices and in the Default Tax Debit Account field for AP vouchers. For more information about these accounts, see the field descriptions in the following topic: Integration Setup Tab of the QuickBooks Integration Form.
4. In the DPS QuickBooks Integration utility, run the initialization process to copy records from QuickBooks Online to DPS for the first time, including tax rates from QuickBooks Online. For more information, see Copy QuickBooks Online Records to DPS for the first time.
   The tax rates are copied to the following locations in DPS:

   • Settings > PSA > Taxes in the desktop application
   • Utilities > Integrations > QuickBooks > Tax Code Mapping tab

To review the mapping between DPS tax codes and QuickBooks Online tax rates:

1. In the DPS Navigation pane, select Utilities > Integrations > QuickBooks. You can access this utility when you log in to DPS using your setup credentials during the initial DPS setup or when you log in to DPS without your setup credentials after the initial setup.
2. On the Tax Code Mapping tab, review the tax codes in the tax codes grid. Tax codes were created for DPS from the tax rates from QuickBooks Online during the initialization and they display in the grid. The QuickBooks Online Reference field in the grid displays the QuickBooks Online tax rate that was automatically mapped to the DPS tax code that is displayed in the Tax Code field in the grid.
3. If you need to change a QuickBooks Online tax rate that is mapped to a DPS tax code, click in the QuickBooks Online Reference field to select a different QuickBooks Online tax rate. The mapping is updated in QuickBooks Online the next time the updating occurs between DPS and QuickBooks Online.
4. Click Save.