- ServiceLedger 2012
- ServiceLedger 2013
- For earlier versions, see the note at the bottom of this page.
When exporting new items to QuickBooks, the QuickBooks link assigns a tax code based on the "Taxable" checkbox in the ServiceLedger item window. You can choose one tax code that will be assigned if the checkbox is checked, and another that will be assigned if the checkbox is not checked.
By default, the QuickBooks link uses the follownig two tax codes:
- TAX (taxable items)
- NON (non-taxable items)
If you have adjusted your tax codes in QuickBooks and do not use these two default tax codes, you may need to configure the QuickBooks Link to instead use the tax codes you have defined. If these options are not configured correctly, you will receive the following error message when trying to export:
There is an invalid reference to QuickBooks Sales Tax Code "TAX" in the Item ...
To remedy this situation, you must add or update your tax options to use the tax codes that you have defined. The taxable and non-taxable tax codes are set up in one of the following two options:
- For taxable items: 'tax.tax_tax_code'
- For non-taxable items: 'tax.non_tax_code'
If you do not see these options, you may need to add them to you table of company options. See (T0018) How do I change a company option / global preference? for more information on adding or editing company options.
Note: In versions of the QuickBooks Link prior to ServiceLedger 2012, and in earlier releases of the ServiceLedger 2012 QuickBooks Link, ServiceLedger does not set tax codes on items. In these versions, the value of the "Taxable" checkbox on the item window is ignored when creating items in QuickBooks. This means that in these versions you must manually adjust the tax codes in QuickBooks if desired.
Note: These options were added in ServiceLedger 2012 to simplify data entry for companies which primarily use only one or two tax codes. If you have several tax codes which could apply to different items, you may still need to manually update your items in QuickBooks after exporting.