Map New Tax Codes Between DPS and QuickBooks Online

This applies if you use tax codes for billing invoices and/or accounts payable invoices. After tax codes are initially mapped between DPS and QuickBooks Online, you add new tax codes in QuickBooks Online as needed.

Mapping links the tax codes together so that one set of tax codes is used by both QuickBooks Online and DPS for transactions.

WARNING: If you create transactions that are shared between DPS and QuickBooks Online using tax codes 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.

To add and map new tax codes after the initial integration between DPS and QuickBooks Online :

1. Enter a new tax code in QuickBooks Online. The next time the updating occurs between DPS and QuickBooks Online, the QuickBooks Online tax code is added to DPS in Settings > PSA > Taxes in the desktop application and on the Tax Code Mapping tab in Utilities > Integrations > QuickBooks.
2. In the DPS Navigation pane, select Utilities > Integrations > QuickBooks.
3. On the Tax Code Mapping tab, navigate to the added tax code in the taxes grid. The tax code in the QuickBooks Online Reference field in the grid displays the QuickBooks Online tax code that has been automatically mapped to the DPS tax code that is displayed in the Tax Code field in the grid.
4. To change a QuickBooks Online tax code that is mapped to a DPS tax code if needed, click in the QuickBooks Online Reference field to select a different QuickBooks Online tax code. The mapping is updated in QuickBooks Online the next time the automatic or manual updating occurs between DPS and QuickBooks Online.
5. Click Save.