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Matt Wilson

Sales Tax codes not configurable when passed to Quickbooks Sync

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I have a support ticket where I asked this question and got a reply that it could be looked at in the future. Just placing it here to ensure it gets put on Feature request list and so others can comment.

When sales tax is added to invoice in PSA then synced to Quickbooks via PSA QB SYNC, it defaults to sales tax code G. In Canada, G is GST @ 5% by default (and correctly so) out of the box. H is for HST is dependent on province. In my case, HST at 13% is setup in PSA, but when the invoice syncs over to Quickbooks, it imports/syncs as tax code G (at 5%). I have to edit EVERY SINGLE INVOICE.I just need to tell PSA to use a defined sales tax code when syncing to QB.  

I would consider this more of a bug than a feature. What's the point of automation if you have to go back and edit everything?  

Connected...I sync invoices over to QB so I can use my custom invoice template. Its been said elsewhere, but we REALLY need a way to edit/create our own HIGH QUALITY professional and modern looking invoices in PSA. No offense, but the few invoice templates that exist look horrible.

As always, I appreciate all you guys are doing and know you are swamped with current RD and RMM centralized rollout. Keep up the good work!

Edited by Matt Wilson

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