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8.9. Taxes not being applied to jobs sent from EstiMate to QuickBooks

Q:  I have sales taxes applied to my jobs in EstiMate, but when I export them to QuickBooks they don't have any sales tax applied to the invoice.  How can I get the sales taxes to show up in QuickBooks on jobs sent from EstiMate?

 

A:  The answer is usually a simple one.  The items you have in your QuickBooks "Items List" which are associated with EstiMate Items are most likely set to "Non" (Non-Taxable that is).  The QuickBooks setting will override the tax information being sent with the job(s) from EstiMate.  You would also encounter this issue (in the reverse) if you send a job from EstiMate that is not taxable, or has non taxable line items, but the associated item(s) in QuickBooks are set to Taxable.

 

To correct this issue:

 

1.  You may need to open the "Configure QuickBooks Link" window ("Configure And Manage" > "QuickBooks Link" > "Configure QuickBooks Link"), if you don't remember which EstiMate Items, are associated with which QuickBooks Items.

2.  Once you determined the associations go into QuickBooks, and open the Items List ("Lists" > "Items List").

3.  In the Items List find the associated item(s), and double click on them to view their properties sheet.

4.  At the bottom right of the properties sheet you will see a section called "Tax Code".

5.  If it's set to "Non" that is why your jobs didn't show any tax once they had been exported to QuickBooks.

6.  Set the Tax Code field to the appropriate setting (i.e. Tax, or Non), and click the "OK" button.

7.  Repeat the above steps for any other associated items which may be set to the wrong Tax Code.

 

You will need to go back through your QuickBooks Invoices that came from EstiMate, manually add the tax, and record the changes if you haven't already done so.