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Map Tax Codes Between Vantagepoint 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 Vantagepoint, you review the QuickBooks Online tax rates that were copied to Vantagepoint and automatically mapped.

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

WARNING: If you create transactions that are shared between Vantagepoint 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 Vantagepoint, use the QuickBooks Integration utility to enable the QuickBooks integration and connected QuickBooks to Vantagepoint. For more information, see Connect QuickBooks Online with Vantagepoint.
  3. On the Integration Setup tab in the Vantagepoint 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 Vantagepoint QuickBooks Integration utility, run the initialization process to copy records from QuickBooks Online to Vantagepoint for the first time, including tax rates from QuickBooks Online. For more information, see Copy QuickBooks Online Records to Vantagepoint for the first time.
    The tax rates are copied to the following locations in Vantagepoint:
    • Settings > Cash Management > Tax Codes.
    • Tax Code Mapping tab in Utilities > Integrations > QuickBooks.

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

  1. In the Vantagepoint Navigation pane, select Utilities > Integrations > QuickBooks.
    You can access this utility when you log in to Vantagepoint using your setup credentials during the initial Vantagepoint setup or when you log in to Vantagepoint 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 Vantagepoint 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 Vantagepoint 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 Vantagepoint 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 Vantagepoint and QuickBooks Online.
  4. Click Save.