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support:12_quickbooks:01_configuration [2016/03/23 13:50] edmondsj |
support:12_quickbooks:01_configuration [2016/03/23 14:21] (current) edmondsj |
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| {{:support:12_quickbooks:qb_sales_tax_config_02.jpg|}} | {{: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. Conside the customer ''USAC'' below and its sales tax information settings: | + | * 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: |
| {{:support:12_quickbooks:qb_sales_tax_config_03.jpg|}} | {{: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. | * 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 titles ''State Sales 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''. | * 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''. | ||