Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello, accounting561.
I'll share some information how taxes in Jobber sync in QuickBooks Online.
Jobber and QuickBooks Online do not share tax names or rates. The invoice will continue to sync with QBO, but it will be taxed at the next applicable rate.
Before syncing your invoices, ensure that your QuickBooks Online customer is set to tax exempt so that they do not incur any taxes. I'll show you how.
- Go to the Sales menu, then Customers tab.
- Locate the name of the customer, then click Edit.
- Scroll down to the Additional Info section, then checkmark the box that say This customer is tax exempt.
- Choose the reason for the exempt and enter the exemption details.
- Once done, hit Save.
You can also read this article to learn more about tracking sales taxes in QuickBooks Online: Switch to automated sales tax in QuickBooks Online.
For future reference, I've included the following resource on recording and receiving payment: Record invoice payments in QuickBooks Online.
You're always welcome to post again if you need further assistance in QuickBooks Online. We're here to help you.