Importing sales tax entries into QuickBooks on invoices and sales receipts can be a challenge. This can be even more difficult if your import file does not contain the sales tax code and the sales tax item. So what do you do if you import file only has the total sales tax amount in its own column? If you follow the steps below you can import your transactions with Transaction Pro Importer 4.0 with no changes needed to your import file.
How to map total sales tax in TPI 4.0/5.0 if your file contains a Sales Tax Total Column
In QuickBooks Do the Following:
Create a new item of type Sales Tax. Use the picture below for the values for this item. Be sure you set the Sales Tax Rate to match 0.0% and the name as See Above.
- In TPI click Options and select the e-Commerce tab
- Check the box “Enable TPI e-Commerce Features”
- Set the Import File Structure to the top selection
4. On the mapping screen – Map the field “Sales Tax” to your column value that contains the total sales tax.
For the field Sales Tax Item provide the following in the Static Value/Formula column: See Above
Do not map the following field: Sales Tax Code
5. The e-Commerce options screen will appear later in the wizard. Set the QuickBooks Tax Account and QuickBooks Tax Item to match those in the QuickBooks file. See the Sales Tax Item you have setup to record sales tax and use that name and the underlying account.
Do not use a Sales Tax Group item as it is not supported at the current time. Specify an item of type Sales Tax Item.
Leave the other fields untouched in this screen as they require a default value for a successful import.
The result in QuickBooks will be that a separate line item will be entered on the transaction using the sales tax item and recording the amount.
Please note that there are many more scenarios of how to import transactions with sales tax depending on the structure of you import file and how your QuickBooks company file is set up. If you have any specific questions regarding imports and sales tax please post them below.