Follow

Linking LMN Taxes with QBO Taxes

In order to charge sales taxes properly on estimates/invoices, you need to link your LMN Tax Codes with QuickBooks Taxes.  

 

If your company doesn't charge sales taxes on invoices...

You can turn the setting to export taxes off, and then you don't have to worry about matching at all.  Simply follow these steps

  1. In the LMN/QBO Sync app, choose the Estimates menu
  2. Choose the Settings option
  3. Under the Tax Settings section, choose the option that says My Company does not charge Sales Tax (Taxes OFF)

 

 

If your company charges sales tax on customer invoices

First, sure your settings are configured to charge taxes.  Follow the steps below.

  1. In the LMN/QBO Sync app, choose the Estimates menu
  2. Choose the Settings option
  3. Under the Tax Settings section, choose the option that says My Company charges Sales Tax (Taxes ON)
  4. Choose the Setup menu
  5. Choose Link Tax Codes
  6. For each LMN Tax code on the left, select a matching QB Tax Code on the right
  7. Click Save Settings when complete

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk