Acctivate's integration with QuickBooks Online simplifies and automates the way sales tax is calculated and managed between Acctivate and QuickBooks Online.
By connecting the two systems, businesses can ensure sales tax is calculated accurately on transactions without manual intervention, reducing errors and saving time.
Integrating with the QuickBooks Online Automated Sales Tax features requires authorizing access to Intuit's new Sales Tax API. This process is easy and can be accomplished by the QuickBooks Online administrator in a few simple steps.
Note: If you've integrated Acctivate with QuickBooks Online after installing or upgrading to Acctivate Version 15, then you may not need to perform these steps.
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Have all users log out of Acctivate.
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Use the Window search bar to locate and open Acctivate Database Maintenance.
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In Acctivate Database Maintenance, use the Database menu to select Database Info.
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Click on your Acctivate company linked to QuickBooks Online, then click Disconnect. Confirm you want to disconnect when prompted.
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The Disconnect button will change to Connect to QuickBooks. Click the button to go through the reconnection process. Sign in with QuickBooks Online Company Admin account.
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Once completed, log back into Acctivate and run a sync.
For Advanced Automated Sales Tax configuration, follow this KB article.
Note: In a QuickBooks Online model company with Automated Sales Tax enabled, sales tax will be calculated at 0.00 for any customers that were created in the Acctivate model company since they have not been synced to QuickBooks.
Applies to: Version 15 and newer