ProcureDesk provides a feature that allows you to send taxes as a separate line item to QuickBooks, ensuring accurate tracking. Follow the steps below to enable this feature.
Prerequisites:
You must have Admin access to ProcureDesk.
Ensure that your ERP (QuickBooks Online/Enterprise, NetSuite, Xero, Bill.com, Sage Intacct) is already integrated with your ProcureDesk account.
Step-by-Step Instructions:
Go to the Admin side of ProcureDesk.
Navigate to General Settings > Configurations.
Select Company Settings, then click on QuickBooks.
Enable the "Send taxes as different line item" setting.
Choose the Default Tax Account for QuickBooks.
Click on Save.
Once enabled, taxes will be sent as a separate line item to QuickBooks for future invoices.
FAQs:
Will this affect existing invoices already sent to QuickBooks?
No, this setting will only apply to future invoices created after the feature is enabled.
Can I revert the setting if needed?
Yes, you can disable the feature by unchecking the setting in Company Settings under QuickBooks and saving the changes.