Synchro & Multi-State Sales Tax

[mvasquez]

Hello! I am new to Miva and Synchro, and have been working with support to get it setup. I was wondering if anyone else is using it with multiple sales tax locations. We currently collect in NJ and PA, and I am trying to figure out how I can best use Quickbooks and Synchro to get the data across correctly.

Thanks
Marc

[rbuelna]

Hello! I am new to Miva and Synchro, and have been working with support to get it setup. I was wondering if anyone else is using it with multiple sales tax locations. We currently collect in NJ and PA, and I am trying to figure out how I can best use Quickbooks and Synchro to get the data across correctly.

Thanks
Marc

Hello mvasquez,

One thing you can try is to set Synchro's sales tax setting under properties > orders > Invoices or Sales Receipts (which ever you record orders as) to "Allow QuickBooks to Apply/Recalculate"

it will then no longer use the mm-tax-invoice or mm-tax-item in the order in QB and should populate the tax field in QB with the state sales tax.

I tested this in my setup and it comes across like this.


(https://puu.sh/B77YR/f39c1deb74.png)

[mvasquez]

I have tried that, but it seems to be defaulting to Out Of State for all customers regardless of state. I am not sure if that is a QB setting or how it's being imported.

[rbuelna]

I have tried that, but it seems to be defaulting to Out Of State for all customers regardless of state. I am not sure if that is a QB setting or how it's being imported.

Hello mvasquez,

How many other sales tax items do you have in your item list? I found an issue where I created a test order with a California address, synchronized that and it put the tax item into CA Sales Tax, that was the screen shot I sent yesterday. My only other tax item in QB is called out of state. I created a test order with an address from Hawaii, synchronized that, and it put the tax into CA Sales Tax, not "out of state". I think that's where one of the main issues is, if you set Synchro to allow QuickBooks to apply and recalculate, QB isn't mapping it to the other tax item. I don't know QuickBooks well enough to see if there is a setting to change that when orders are imported into it. I think you can still change it manually though.

Regards,