Summary #
When you receive an error in the connector in relation to Tax Mapping, you will need to map the new Tax Item in the Connector. Meadow will have created the new tax in their system, and the steps below will assist in mapping that item to QuickBooks.
If this is a brand-new Tax Category, before attempting to map the connector, you may need to create a new tax item in QuickBooks.
Two common ways to confirm that the tax mapping has NOT been completed are in the Log File or via a pop up during processing.
Accessing Tax Items #
To access your Tax Items, click File > Settings and select Entity. Click on your Entity, once connected to QuickBooks, Select Tax Items as shown in the graphic below
In the new window that opens you will see a list of all mapped Tax Items. Click Refresh List to pull in any new Tax Items that have been added, and need mapped:
Mapping Tax Items #
At the BOTTOM of your newly refreshed list, you will now see unmapped QB Tax Items similar to the example provided below.
DO NOT DELETE ANY PREVIOUS MEADOW TAX.
Select which QB Tax Item you would like mapped to the Meadow Tax.
To save the changes you made, you will need to select UPDATE on BOTH the Tax Items window and Main Settings window, which have been highlighted below.
Tax Items Update:
Connector Settings Update:
Your Tax Items are now updated and you can return to the main window and attempt to resync.