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. Treez 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 POS 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.
At first you will not see any new Treez Taxes to map. Click Refresh List to pull in any new Tax Items. Click OK in the new window that appears indicating the list has been refreshed. You can now scroll to the bottom of the list to see if any new Tax Items 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 TREEZ TAX.
Select which QB Tax Item you would like mapped to the Treez Tax.
To save the changes you made, you will need to select UPDATE on BOTH the Tax Items window and the 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.