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. Blaze 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.
It is Important to Note that the connector will still create an invoice despite missing a tax item, this will result in the Total Sales offset containing tax information. As a user, you can either manually update the invoice or use the connector to delete and recreate the daily transactions. A visual of the offset is provided below
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
Once selected you will see a list of all mapped and unmapped Tax Items as seen in the image below.
Mapping Tax Items #
Click the Include checkbox and select the needed QB Tax Item for any Blaze Taxes that are being used in Blaze and need to be included in the QB data. DO NOT DELETE ANY PREVIOUS BLAZE TAX.
Note that it’s possible that not all of the Blaze Tax items are being used and therefore you will have some items that are not checked and mapped in the Connector.
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.