Taxes on QuickBooks & ServiceBridge

 

To set up taxes on ServiceBridge, you will first create the tax rate in QuickBooks Online and then sync QBO to ServiceBridge. Once the sync is complete, the tax rate will be found in three locations on ServiceBridge.

Where can I find taxes in ServiceBridge?

Under Customer, in the General section, you can choose whether a customer is taxable and, if so, which tax will apply. 

 Under Customer, in the Locations section. Please note that the tax listed in Location will default to the tax listed in General. That said, if your customer has locations in different tax areas, you can change the tax rate in Location.

When adding Products, Services, & Bundles, you can choose if that product is taxable or not. 

 To set up taxes in ServiceBridge, first create tax rates in QuickBooks Online

 Login to QuickBooks and go to Taxes (or Sales Taxes, if you have already configured taxes)

 

Default Tax Rate. In the Related Tasks section to the right, select Edit sales tax and select the default tax rate; this will be the default tax applied to any taxable customer. Here, you can also decide whether all new customers will default to taxable, and if all products and services will default as taxable.

 

Single and Multiple Tax Rate. In the Related Tasks Section to the right, select Add/edit tax rates and agencies. Choose whether this is a combined or single tax rate, name the tax, identify the agency, and set the rate. Add as many tax rates as is necessary to your workflow.

 

Step Two: Sync QuickBooks Taxes with ServiceBridge

 Go to Company Setting and select Company. Scroll to QuickBooks (if you do not see this section, contact support@servicebridge.com or sales@servicebridge.com)

 Go to Taxes and ensure that the sync is up to date. If not, click “Sync.”

Once the sync is complete, you will find the tax rates you've created in QuickBooks as available options in a drop down menu in the three ServiceBridge sections outlined at the start of this article. 

  

 

Further reading: 

More on setting up taxes in QuickBooks: https://community.intuit.com/articles/1145271-set-up-and-track-sales-tax

 

 

 

 

 

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