Method Community

In Quickbooks all the items listed as a product are marked for Sale Tax.  Also all Customers are marked for sales tax.  When we create an invoice in method the items and customers are not marked as taxabel.  Why does Method not keep the same format when Syncing with quickbooks?  Can we make the default sale tax instead of no?

Hi Fast Eddie,

Is this related to your other post regarding taxes? Method will keep the same data as QuickBooks, so if a Customer/Item are marked as taxable in QBO then make sure you perform a Full Sync then refresh your screen in Method and check again.

If you want to change the default value then you would need make a copy of the ItemInventory screen (remember to replace tab links), edit it, then edit the Tax field and set the default value to Tax. Publish and save the screen. You would then want to do the same for the CRM_EditCustomer and CRM_NewCustomer screens.

- Ashur