Requirements for exporting certain data to QuickBooks
Overview
This article will explain what data is required when exporting to QuickBooks.
QuickBooks Desktop
Sales Tax Codes
- Tax
Agency/Vendor. This must reference the name of a vendor in QuickBooks
that is setup to collect sales tax. This is not required for tax codes
that have a rate of zero.
Sales Tax Groups
- The name must be no more than 30 characters long.
- All tax codes referenced in the group must have already been exported.
Payment Methods
- The name must be no more than 30 characters long.
Products
- The name must be no more than 30 characters long.
Additional Charges/Customer Promotions
- The name must be no more than 30 characters long.
- Additional
Charges/Customer Promotions are treated like "items" in QB; therefore,
they need a Sales and Purchase Account. Typically the Purchase Account
is set to "Cost of Goods Sold" or "COGS". It should match the QB Chart
of Accounts.
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