Method Community

Normally, when doing an invoice/sales order, I add individual items and when I save the order, the tax code for the customer is applied to the invoice.

However, I made an item group in QuickBooks that is comprised of several items, with a default tax code of "G". When saving, the taxes applied do not readjust to reflect the taxes that should be applied to that particular customer. That is, the override doesn't work - all items in that group have "G" taxes assigned to them. Other individual items on the same invoice will have the correct codes.

This is causing significant issues and requires constant monitoring and manual fixing of invoices once they reach QB.

Please assist.

Thanks

Hi MikeB,

I believe there is a limitation with Group Items when it comes to the QB SDK. It only supports new additions, but not modifications, which means you can add a new group with items but once its added you cannot edit it through Method CRM.

- Ashur

So you're saying Method cannot be used to process orders that may contain "package" items. They will be transferred into QB with a single (default) incorrect tax codes?

Please confirm.

Apologies, please disregard my last post it wasn't meant to be posted here, multi-tasking gone wrong 

So from what I understand you have a custom tax group setup called "G" for your Group Items and when the transaction is synced to QB you'll need to correct it manually?

- Ashur

No. All items in general have a tax code assigned to them (or I suppose they could be blank). When doing an order, QB/Method applies the customer's correct tax code to all items, overriding any existing/default/blank ones.

The problem I'm having is that this does not happen for an item group.

Are you using the Canadian edition of QuickBooks by any chance? The reason I ask is because the QuickBooks SDK is very picky for QB Canada (and I'm assuming other International versions) when it comes to this. 

I don't remember all the rules around it but QB Canada has different rules then QB USA. What I mean by that is sometimes the customer tax rule vs. item tax rule vs. no tax rule results in different outcomes. What is the difference between the customer this is working correctly with vs. the one that isn't.

- Ashur

Yes, we're using QuickBooks Canada.

So if an item has a basic GST tax applied to it, but the invoice is in an HST province, the HST for the customer overrides the GST for the item on the invoice. The problem is that this doesn't happen for groups, and I don't think you assign a tax code to a group. The tax code for each item shows up and is not overwritten.

Just to confirm, when you create an Invoice in QB with a Group Item and save, the tax code is overwritten with the correct one? when the invoice is created there? But when the invoice is created in Method is when the tax code is not overwritten for the Group Item?

- Ashur

I believe so but I will check on Tuesday.

In QB item list, there is no tax item applied to the group. Also in the item list, each item has a "G" tax code (GST only). However, when I select the group for an invoice in QB, the grouped item name is shown, and then the items are shown with the correct tax code for the customer (in this case, "H").

In Method, the group name is assigned a tax code of "E" (employee?) and the discount portion has a tax code of "S" (sales discount), while each item has a "G". This is not overwritten by the customer's tax code, which is "H" - even after submitting and processing in QB.

Hi Mike,

Can we schedule a phone call and screen sharing session please? Email me times when you will be available, as well as the best number to reach you on, and also please ensure that the MethodSupport user is Active.

- Ashur