This guide explains how to improve your QuickBooks tax workflow with Synder Smart Rules, using Recipes. By following the steps below, you will set up an automatic sales tax application for non-US regions based on the customer’s shipping address.
Can be used if:
- You sell to customers in non-US regions (such as Canada) and need Synder to apply regional tax codes automatically based on the province or country in the shipping address.
Before You Start
- You must be connected to QuickBooks Online.
- The tax codes you want to apply (e.g., GST/PST BC) must already exist in QuickBooks Online.
- Know the province names or abbreviations you want to use as conditions (e.g., “British Columbia”, “BC”).
How to Set Up the Non-US Tax Recipe
Below are the detailed steps on how to set up a Smart Rule automatically for non-US sales tax using Recipes:
- In Synder, go to Smart Rules in the left menu, then select Recipes.
- Find the Set NON US Tax in Sales Receipt or Set Non US Tax in Invoice recipe, depending on the transaction type you want to cover. You can enable both if needed. Click Try it out to open the recipe builder.
- In the IF block, click to edit the condition. Set it to: Shipping Address → Region → Contains → [province name or abbreviation]. For example, enter “British Columbia” and “BC” to cover both the full name and the abbreviation.
- Click the THEN block and select Set QuickBooks Online entity data.
- In the pop-up, choose the Tax Calculation Type (e.g., Exclusive of Tax) and select the correct tax code from the dropdown (e.g., GST/PST BC).
- Click Submit to save the THEN block.
- Add additional IF/THEN blocks for other provinces or regions as needed.
- Click Save & Close Rule to activate the rule.
Note: You can add multiple regions in the same rule by building new condition modules following the No line of the Smart Rule
How to Confirm It Worked
Go to the Platform Transactions tab and find a transaction that falls under the created rule. Click Ready to Sync, then sync it.
After it syncs, click Show in QuickBooks Online and verify the correct tax code has been applied.
You can also go to Smart Rules → Executions to confirm the rule has been successfully executed.
Limitations & Important Notes
- QuickBooks Online and QuickBooks Desktop only: Recipes are not available for other accounting platforms.
- Tax codes must exist in QuickBooks Online first: Synder applies existing tax codes — it does not create them.
- Order of IF blocks matters: Synder checks each IF block in order and applies the first matching condition. Arrange your blocks accordingly.
- “Contains” allows partial matching: Use this to cover both full province names and abbreviations in the same block (e.g., “British Columbia” and “BC”).
FAQ
Can I set up rules for multiple provinces in one rule?
Yes. Add a separate IF/THEN block for each province. Each block can have its own tax code.
Can I use this for countries other than Canada?
Yes. The Non-US tax recipe works for any non-US region. Change the condition to match the country or region name relevant to your business.
What if the tax code I need isn’t showing in the dropdown?
The tax code must be created in QuickBooks Online first. Once it exists there, it will appear in Synder’s dropdown.
Can I apply rules to both Sales Receipts and Invoices?
Yes. Set up a separate recipe for each transaction type. The configuration steps are identical.
Where can I check if the rule ran correctly?
Go to Smart Rules → Executions. The log shows each time a rule fired, which transaction triggered it, and what action was taken.
Reach out to Synder Team via online support chat or email with any questions you have – we are always happy to help you!
