Products and tax rates with QuickBooks

With QuickBooks connected, two more buttons appear: Sync products and Import tax rates.

• Products sync both ways. If both sides changed a product, the more recent change wins, and a tie goes to QuickBooks. A product with no match is matched by SKU, then by name, before a new one is made. Inventory items are never created in QuickBooks from PayMidWare.
• Tax rates are pulled from QuickBooks only. Imported rates are read-only and never change your default.
• An invoice line for a product is booked against that product's QuickBooks item. A line with no linked product is booked against the shared default item.

Tax is sent to QuickBooks as a separate Sales Tax line. If your QuickBooks company uses automated sales tax, QuickBooks may work the tax out again and the totals can differ slightly. Tell support if you see this.