Adding Sales Tax
How to add sales tax depends on what accounting system your account syncs with.
QuickBooks Online
Sales Tax Rates sync from QuickBooks Online to Cashflow360, and invoice sales tax sync in both directions.
QuickBooks Desktop
Set up sales tax in QuickBooks Desktop using sales tax items, rates, and codes. The next time the sync is run, we'll bring over the sales tax items into Cashflow360. Then, as invoices are created in Cashflow360, we'll show and calculate sales tax.
NetSuite
Set up sales tax in NetSuite. The next time the sync is run, we'll bring over the sales tax items into Cashflow360. Then, as invoices are synced to Cashflow360, we'll show and calculate sales tax.
Xero and Intacct
Create a sales tax item in Cashflow360. Then, as invoices are created in Cashflow360, we'll show and calculate sales tax.
Other or No accounting system
For accounting systems that we don't have a direct integration with or if not using accounting system at all, create sales tax items manually or import your sales tax items.
Resources
ACCOUNT SETUP View all