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--- support:12_quickbooks:01_configuration [2016/03/23 13:28]
edmondsj
+++ support:12_quickbooks:01_configuration [2016/03/23 14:21] (current)
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@@ Line 219: / Line 219: @@
 ==== Mapping taxes ====
+  * Because Ranger needs to calculate taxes outside of QB, and export its calculated tax amounts to QB, QB needs to be configured to not automatically calculate tax on every invoice.  The following steps are one way to configure QB and Ranger to achieve this.
-  * Ranger creates a ''Tax calculated by Ranger'' sales tax item with tax percentage set to ''0%''.
+  * If a Ranger customer is not found in QB, Ranger will attempt to create the customer in QB.  The first time this happens, Ranger first creates a ''Tax calculated by Ranger'' sales tax item with tax percentage set to ''0%''.
 {{:support:12_quickbooks:qb_sales_tax_config_02.jpg|}}
-  * This is the sales tax item that Ranger uses to configure a customer if it needs to create a new customer in QB.
+  * This is the sales tax item that Ranger uses to configure a customer if it needs to create a new customer in QB.  Conside the customer ''USAC'' below and its ''Sales Tax Information'' settings:
-  * The customer-level default sales tax item, as shown below, is the sales tax item used at the bottom of an invoice to calculate invoice-level sales tax
-  * Ranger calculates the taxes for an invoice, which is sent over as a line item in the invoice, as configured in a pricing template as shown here:
+{{:support:12_quickbooks:qb_sales_tax_config_03.jpg|}}
+  * The customer-level default sales tax item, as shown below, is the item used to populate the ''Tax'' drop-down used at the bottom of an invoice to calculate invoice-level tax.
+  * Notice that one of the invoice line items is the sales tax as calculated by Ranger, in the line item titled ''State Sales Tax''.
+  * Since Ranger has already calculated tax and included it as an invoice line item, we need the ''Tax'' drop-down at the bottom to result in ''$0'' of tax, which is why the customer tax item is set to ''Tax calculated by Ranger''.
+{{:support:12_quickbooks:qb_sales_tax_config_04.jpg|}}
+  * To arrive at the above result, which is sending Ranger-calculated tax over as a line item in the invoice, we need to configure the pricing template as shown here:
 {{:support:12_quickbooks:qb_sales_tax_config_01.jpg|}}
-  * When a Ranger customer is not found in QB,
+  * Another side benefit of using the ''Tax calculated by Ranger'' sales tax item is that the ''Tax Code'' of all items can be set properly to taxable, non-taxable, etc., as shown below:
+{{:support:12_quickbooks:qb_sales_tax_config_05.jpg|}}
 ====== Transferring Charges From DispatchDirectTM To QuickBooks ======

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