Tax Code Mapping Tab of the QuickBooks Form

If you use taxes to process billing invoices, accounts payable vouchers, or both, use this tab to review and map the tax codes that are shared between DPS and QuickBooks Online.

When you map tax codes, the same tax codes in QuickBooks Online and DPS are linked together so that one set of tax codes is used by both QuickBooks Online and DPS for billing invoices and AP vouchers.

You must map all tax codes that will be used for billing invoice transactions between QuickBooks Online and DPS.

WARNING: If you create transactions using tax codes that are not mapped, the transaction will not updated in the other product when the updating occurs between the two products. For more information, see Failed Transactions Due to Missing Account or Tax Code Mapping.

Contents

Tax Code Grid

This grid shows you the QuickBooks Online tax code in the QuickBooks Online Reference field that is mapped to a DPS tax code in the Tax Code field.

When you copy records from QuickBooks Online to DPS for the first time using the Initialize DPS button on the Integration Setup tab of the QuickBooks integration utility, all QuickBooks Online tax codes are added to DPS in Settings > PSA > Taxes and in the tax codes grid on this tab. The tax codes are automatically mapped between DPS and QuickBooks Online.

After the initial automatic mapping of tax codes, you add new tax codes in QuickBooks Online, and they are added to DPS and mapped automatically the next time the updating occurs between DPS and QuickBooks Online.

For information on how to filter the contents of the grid, see Filter the Grid Results.

Field	Description
Tax Code	This field displays the ID for a DPS tax code. All the tax codes in DPS Settings > PSA > Taxes in the desktop application display in this grid. To map a QuickBooks Online tax code to this DPS tax code or change the mapping, click anywhere in the row for the tax code, and in the QuickBooks Online Reference field, click and select a QuickBooks Online tax code.
Description	This field displays the description for the DPS tax code (from Settings > PSA > Taxes in the desktop application).
Rate	This field displays the rate for the DPS tax code (from Settings > PSA > Taxes in the desktop application).
QuickBooks Online Reference	This field displays the name of the tax code from QuickBooks Online that is mapped to the DPS tax code in the Tax Code field in the row. This field prefills with a QuickBooks Online tax code when you copy records from QuickBooks Online to DPS for the first time using the Initialize DPS button on the Integration Setup tab of the QuickBooks integration utility. To manually map a QuickBooks Online tax code to a DPS tax code or change the mapped tax code, click anywhere in the row for the DPS tax code. Then click in the QuickBooks Online Reference field, and select a QuickBooks Online tax code.