Accounting Update Feb 26, 2021 (Updated at 8:43am CST)

• Improved
• M
  Mike Schudel
• on 26-02-2021

NOTE: All users Sage and QuickBooks Desktop should download this update due to compatibility issues.

We have enhanced the accounting integration with QuickBooks Desktop:

1. For the QuickBooks US version, we can now link ServiceBox Tax Levels to QuickBooks Desktop sales tax item types. This means you will no longer have to create a Tax Group if there is only one tax item to be applied. 

2. For all QuickBooks versions, if the sales tax is setup in a customer in QuickBooks and it is different from the default in ServiceBox, exporting the customer from QuickBooks will set the tax level on the customer. To make sure taxes get set in ServiceBox, check off this option when exporting:

3. For all QuickBooks versions, when adding or updating a customer in QuickBooks, if the tax level is set on the customer in ServiceBox, it will attempt to set the sales tax on the customer in QuickBooks. To activate this, check off this option in settings:

NOTE: Canadian integrations initially had an issue with this update. A fix has been put in version 8.8.2102.36142. Please make sure you are running this version or later.