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
- 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.
- 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
- 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.
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|
|Tax Rate||=||QuickBooks Tax Rate|
- 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.