QuickBooks Integration Fix (Tax Calculation)
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Brayden Rudzinski
Currently, Tax in HighLevel is not being passed over to the correct field in the invoice. The total amount is correct but for calculating how much tax is owed, the value is in the incorrect spot.
The Dev team needs to look at the field matching. This makes invoicing in HighLevel impossible for businesses that need to calculate sales tax.
For example. If we have a $100 product in Highlevel with a 9% tax rate, the total comes to $109. The invoice is created in QuickBooks with the product totaling $109. It does not separate the $9 tax into its own field at the bottom of the invoice. This makes it so QuickBooks does not know that $9 of the sale was for tax.
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Joseph Zambetti
Any update? Looks like this is an issue elsewhere - https://ideas.gohighlevel.com/invoicing/p/sales-tax-should-be-separate-from-line-item-when-syncd-with-qbo
To re-explain the issue:
For example - If you create an invoice in Payments in HighLevel an a Line item is $100.00. Then if you add tax manually for 7% (or Enable tax automatically) the Invoice in Highlevel will show the subtotal of $100.00 then $7.00 Tax and amount due of $107.00. This is correct.
When this transfers to Quickbooks Online it will show zero tax and the total is $107.00. This is incorrect and then needs to be manually adjusted on every single invoice.
Please fix this. Thank you!
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Jenni Wallace
This is a HUGE issue in that we can't report sales tax properly based on the data in Quickbooks, and you can't run a decent report in GHL either. All sales are being posted as a "Service" and the total collected (product + sales tax) is being shown as the sale amount. I'm having to edit every incoming invoice to split out the actual product total from the sales tax collected. This is a mess guys and needs to be fixed asap!