Setup Sales Tax Groups
Wise-Sync will apply Tax Rates QuickBooks Online based on the Tax Group name in ConnectWise. If there is a mismatch between the rates defined in each system, and error will be returned if you try to sync a record that has a mismatched tax code.
Note: Tax Codes will not be created in QuickBooks Online if they are missing.
Setup Sales Tax:
Depending on the region of your QBO company, you may have slightly different options that are specific to your regional location.
|Region||Tax Type||Region Specific Instructions|
|US||Sales Tax||Setup US Tax|
|UK||VAT||Setup UK Tax|
|AU||GST||Setup AU Tax|
|NZ||GST||Setup NZ Tax|
Payment terms are mapped by the Terms XRef in ConnectWise. The terms must match between both systems so that terms are applied correctly.
Setup Payment Terms Mapping
- Click on the Settings menu item in the top navigation bar.
- Click on All Lists
- From the list of items Select Terms
Step 1: Create Matching Terms in QuickBooks Online
Each of the terms listed in ConnectWise Billing Terms setup table will require a matching Term in QuickBooks Online.
Create New Term:
Create a new Term in QuickBooks Online by clicking on the New Button.
- Enter the Name as per the ConnectWise Billing Term Name
- Select the option for Terms:
Due in a Fixed Number of Days: Set the days as per the ConnnectWise Days
Due by certain day of the month:
- Set the day of the month payment is due.
- Set the same for days of due date
Option: Select if discounts are offered if paid early.
- Press Save