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Import QuickBooks Sales Taxes into EmbTrak

·         From the EmbTrak Home Screen,  go to System à Import à QuickBooks à QuickBooks 2006 – 2014 Sales Tax Import

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  • After the Import program completes, a dialog box displays, noting the total number of Sales Taxes that have been imported.  Only Active QuickBooks Sales Tax Items will be imported into EmbTrak.

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  • Close and reopen EmbTrak.

Accessing Sales Tax settings in EmbTrak

  • From the EmbTrak Home Screen,  go to System à Administration à Edit List Tables à List Data Editor

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  • Click on Sales Taxes to access the current Sales Tax settings.
    • Type = Single for Tax Codes that represent one tax.
    • Type = Group for Tax Codes that represent a combination of 2 or more taxes.
    • Ex.  Haywood COunty 7% = NC Sales Tax (4.75%) + Haywood County Tax (2.25%)
  • Change Type to "Group" where necessary. 
  • Click Save.

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When the Sales Tax exists in QuickBooks, but not in EmbTrak

  • The Import program will set the EmbTrak fields as follows:
 
Code = QuickBooks Sales Tax Name
Tax Agency = QuickBooks Tax Agency 
Description = QuickBooks Description 
Tax Rate = QuickBooks Tax Rate
Type = "Single"

 

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           QuickBooks

 

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                    EmbTrak

  • Note: 
    • If QuickBooks Description, Tax Rate, or Tax Agency are blank, they will remain blank in EmbTrak.


When the Sales Tax exists in both QuickBooks and EmbTrak prior to Import

  • Updates will occur when a QuickBooks Sales Tax has a different Sales Tax Name, Description, Tax Rate, or Tax Agency.
  • If a Sales Tax exists on a prior EmbTrak Sales Transaction, the sales tax label will need to be reset  on each transaction.
  • If an item is marked inactive in QuickBooks, it is not imported and therefore remains unchanged in EmbTrak.

When Implementing a New Sales Tax for your Business

  • First, add the Sales Tax Item into QuickBooks.
  • Then, run QuickBooks Sales Tax Import to import it into EmbTrak.