How to Configure Tax Plans - ConnectWise Dual Integration Full Sync

Tax rates need to be aligned between ConnectWise and QuickBooks. This involves creating or editing tax codes in both systems so that the same tax rates are applied in ConnectWise and transferred accurately to QuickBooks and vice versa.

1. Navigate to "General"
2. Select "Integrations"
3. Select "Tax Plans" (ensure you're on the QuickBooks screen)

4. Map the applicable taxes in each respective system. As an example, California is 8.00% in QuickBooks. Navigate to ConnectWise and add 8.00% under California. Please reference the example screenshot below. 

The name and rate will have to be an exact match between systems. 

Interested in learning more about Dual Integration Full Sync taxes? Click here!

Unsure of how to do this in QuickBooks and ConnectWise? Here's a QuickBooks article that may be helpful and a ConnectWise PDF below.