Taxes - GL Connect Overview

GL Connect Tax Sync Overview

Learn how to manually or automatically sync tax rates between ConnectWise and QuickBooks

If you're using GL Connect, syncing tax information between ConnectWise and QuickBooks can be done in two ways:

1. Manual Tax Setup – manually matching tax rates between ConnectWise and QuickBooks
2. Automated Sales Taxes (QuickBooks) – automatically calculated based on location

Manual Tax Setup 🛠️

What it does: In manual setup, tax rates need to be aligned between ConnectWise and QuickBooks. This involves creating or editing tax codes in both systems so the same tax rates are applied and transferred accurately.

Interested in proceeding with the manual tax setup? Click here to learn more.

Automated Sales Tax (QuickBooks) ⚡

What it does: QuickBooks offers an Automated Sales Tax feature, which automatically calculates the applicable sales tax based on the sale's location and relevant tax laws.

Note: Discrepancies may occur between ConnectWise and QuickBooks Online due to differences in tax rules or location interpretation.

If you'd like to use QuickBooks' automated sales tax, please inform the FlexPoint team.

What tax field in ConnectWise does FlexPoint use to match the tax rate in QuickBooks? ▶

FlexPoint leverages the tax "Name" in ConnectWise. Ensure the tax "Name" in ConnectWise matches the corresponding "Tax Rate Name" in QuickBooks.

What happens if my tax rates don't align between ConnectWise and QuickBooks? ▶

You will receive a sync error notification for each invoice that fails to sync. Make sure tax rates are configured before importing invoices from ConnectWise.

I manually set up taxes, and the rates match. Why am I getting a tax rate sync error? ▶

There may be rounding discrepancies between QuickBooks and ConnectWise. Check and adjust the rates as needed.