{"id":19609,"date":"2023-05-04T19:21:37","date_gmt":"2023-05-04T19:21:37","guid":{"rendered":"https:\/\/synder.com\/help\/?p=19609"},"modified":"2026-03-30T15:44:49","modified_gmt":"2026-03-30T15:44:49","slug":"how-to-track-sales-tax-in-quickbooks-with-synder-complete-step-by-step-guide","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-track-sales-tax-in-quickbooks-with-synder-complete-step-by-step-guide\/","title":{"rendered":"Summary Sync: Track Sales Taxes in QuickBooks Online (US and Non-US)"},"content":{"rendered":"\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\">\n<li class=\"toc-level-1\"><a href=\"#for-us-quickbooks-0fafea6b-6019-4fce-b3fd-7eb3079349ce\">For US QuickBooks<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#option-1-manual-groups-33bf10a5-3c5c-4c75-96b2-dccab806d3d7\">Option 1: Manual Groups<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#option-2-enable-group-by-region-31d09db5-dcf5-4706-9014-a4639406209f\">Option 2: Enable Group by region<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#for-nonus-quickbooks-canada-uk-au-nz-etc--82b906f5-2fe6-47ca-893d-524f7a8d36f5\">For Non-US QuickBooks (Canada, UK, AU, NZ, etc.)<\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#option-1-tax-tracking-enabled--87e25d65-4bbe-4c97-bbcf-675c2a5d644a\">Option 1: Tax Tracking Enabled <\/a><\/li>\n<li class=\"toc-level-2\"><a href=\"#option-2-tax-tracking-disabled-7d080246-18eb-4221-97e5-196ef09a9b56\">Option 2: Tax Tracking Disabled<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#important-notes-cd056422-98a6-4308-939e-d89d57cd01e1\">Important notes<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#faq-0bc5010d-7a8f-45b9-a211-7ea18989aacc\">FAQ<\/a><\/li>\n<\/ul>\n\n\n\n<p>This guide explains how to configure <strong>sales tax tracking in Synder Summary Sync<\/strong> when posting summaries to QuickBooks Online (US and non-US versions).<br><\/p>\n\n\n\n<p>Use this guide if:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You use <strong>Summary Sync<\/strong> in Synder.<\/li>\n\n\n\n<li>Sales tax must appear correctly in QuickBooks.<\/li>\n\n\n\n<li>You use QuickBooks Online (US, Canada, UK, AU, NZ, etc.)<\/li>\n<\/ul>\n\n\n\n<p>The configuration depends on your QuickBooks region.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"for-us-quickbooks-0fafea6b-6019-4fce-b3fd-7eb3079349ce\"><strong>For US QuickBooks<\/strong><\/h2>\n\n\n\n<p>QuickBooks Online (US) <strong>does not allow tax codes in journal entries<\/strong>. Synder posts sales tax amounts directly to Sales Tax Payable liability accounts.<\/p>\n\n\n\n<p>If you collect tax in multiple states, configure one of the following:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Manual Groups<\/strong><\/li>\n\n\n\n<li><strong>Group by region<\/strong><\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"option-1-manual-groups-33bf10a5-3c5c-4c75-96b2-dccab806d3d7\"><strong>Option 1: Manual Groups<\/strong><\/h3>\n\n\n\n<p>Use Manual Groups for granular mapping based on custom conditions.<br><br>You can filter transactions by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ZIP code<\/li>\n\n\n\n<li>City<\/li>\n\n\n\n<li>Customer<\/li>\n<\/ul>\n\n\n\n<p>Set up mapping groups according to your required conditions.&nbsp;<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"example-manual-group-based-on-shipping-city-1d9ac70a-1212-43bb-b7ae-b1527ebdcdd8\"><strong>Example manual group based on Shipping City<\/strong><\/h4>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"509\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-21-1024x509.png\" alt=\"\" class=\"wp-image-26179\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-21-1024x509.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-21-300x149.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-21-768x382.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-21-1536x763.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-21-1080x537.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-21-60x30.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-21-150x75.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-21.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Note:<\/strong> Choose \u201c<strong>Taxes Payable<\/strong>\u201d under the accounting category to create the manual group specifically for tax mapping.<br><br>For more details on creating the mapping group, refer to <a href=\"https:\/\/synder.com\/help\/summary-sync-understanding-the-mapping-groups\/\">this guide<\/a>.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"option-2-enable-group-by-region-31d09db5-dcf5-4706-9014-a4639406209f\"><strong>Option 2: Enable Group by region<\/strong><\/h3>\n\n\n\n<p>Use this option to split tax by state automatically.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the <strong>Mapping<\/strong> dropdown in the left-side menu.<\/li>\n\n\n\n<li>Click the <strong>Mappings list<\/strong>.<\/li>\n\n\n\n<li>Enable <strong>Group by region<\/strong>.<\/li>\n\n\n\n<li>Assign a dedicated <strong>Sales Tax Payable liability account<\/strong> for each state.<\/li>\n\n\n\n<li>Save changes.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"569\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-24-1024x569.png\" alt=\"\" class=\"wp-image-26183\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-24-1024x569.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-24-300x167.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-24-768x427.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-24-1536x853.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-24-1080x600.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-24-60x33.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-24-150x83.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-24.png 1541w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>With this configuration, Synder will:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use the shipping address to determine the region.<\/li>\n\n\n\n<li>Post tax amounts directly to state-specific liability accounts.<\/li>\n\n\n\n<li>Split tax correctly if multiple states appear in one summary.<br><\/li>\n<\/ul>\n\n\n\n<p>All newly generated summaries will reflect the updated mapping. Rebuild the existing summaries to reflect the updated mapping. Refer to <a href=\"https:\/\/synder.com\/help\/how-to-rebuild-summaries\/\">this guide<\/a> on how to rebuild.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"example-journal-entry-with-regional-mapping-6667a2c9-8e13-4920-917e-0c4010449309\"><strong>Example Journal Entry with regional mapping<\/strong><\/h4>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"349\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-22-1024x349.png\" alt=\"\" class=\"wp-image-26180\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-22-1024x349.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-22-300x102.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-22-768x262.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-22-1536x524.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-22-1080x369.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-22-60x20.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-22-150x51.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-22.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"balance-sheet-view-331d30f5-e55e-4188-8cb1-7c9f5dcd1162\"><strong>Balance Sheet view<\/strong><\/h4>\n\n\n\n<p>Tax amounts appear under <strong>Other Current Liabilities<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"932\" height=\"791\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-18.png\" alt=\"\" class=\"wp-image-26176\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-18.png 932w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-18-300x255.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-18-768x652.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-18-60x51.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-18-150x127.png 150w\" sizes=\"(max-width: 932px) 100vw, 932px\" \/><\/figure>\n\n\n\n<p><strong><em>Note:<\/em><\/strong><em> Enabling Group by region also groups Sales, Refunds, Shipping income, and other mapping lines by region.<\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"for-nonus-quickbooks-canada-uk-au-nz-etc--82b906f5-2fe6-47ca-893d-524f7a8d36f5\"><strong>For Non-US QuickBooks (Canada, UK, AU, NZ, etc.)<\/strong><\/h2>\n\n\n\n<p>Non-US QuickBooks allows tax codes in journal entries. When tax tracking is enabled, Synder adjusts how entries are created in QuickBooks.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>For each tax amount, Synder creates:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>A <strong>Taxable Sales Amount line<\/strong> with the mapped tax code.<\/li>\n\n\n\n<li>An <strong>Offsetting line<\/strong> with the zero-rated tax code.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p>This ensures that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Taxable revenue is reported correctly.<\/li>\n\n\n\n<li>Tax appears in QuickBooks tax reports.<\/li>\n\n\n\n<li>Income or tax amount is not overstated.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>And gives you the ability to choose one of the following configurations:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Option 1 \u2014 Tax tracking enabled<\/li>\n\n\n\n<li>Option 2 \u2014 Tax tracking disabled<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"option-1-tax-tracking-enabled--87e25d65-4bbe-4c97-bbcf-675c2a5d644a\"><strong>Option 1: Tax Tracking Enabled <\/strong><\/h3>\n\n\n\n<p>Use this setup if you want tax to appear in QuickBooks Tax Reports.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"step-1-enable-tax-codes-0de5d86c-d7d2-4d4c-92cb-f779873bf7ce\"><strong>Step 1: Enable Tax Codes<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings<\/strong>.\u00a0<\/li>\n\n\n\n<li>Move to the <strong>Mapping<\/strong> tab.\u00a0<\/li>\n\n\n\n<li>Scroll down to <strong>Tax codes<\/strong>.<\/li>\n\n\n\n<li><strong>Enable tax codes<\/strong>.\u00a0<\/li>\n\n\n\n<li>Assign a default <strong>zero-rated tax code<\/strong>.\u00a0<\/li>\n<\/ol>\n\n\n\n<p>The default zero-rated tax code is used as a fallback zero-rated tax for non\u2013sales tax payable mapping lines. This allows Synder to apply the tax calculation logic for the summary mode<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"631\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-23-1024x631.png\" alt=\"\" class=\"wp-image-26181\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-23-1024x631.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-23-300x185.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-23-768x473.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-23-1080x666.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-23-60x37.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-23-150x92.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-23.png 1212w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"step-2-assign-tax-codes-to-mapping-lines-12391975-d03b-435e-a1cb-a02d4085736e\">Step 2: Assign Tax Codes to Mapping Lines<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the <strong>Mappings list<\/strong> from the left-side menu.<\/li>\n\n\n\n<li>Assign tax codes to <strong>Sales Tax Payable<\/strong> lines.<\/li>\n\n\n\n<li>Map <strong>Sales Tax Payable<\/strong> lines to preferred accounts.\n<ul class=\"wp-block-list\">\n<li>\u00a0Recommended account type: Income \u2192 Other income (e.g., \u201c<strong>Sales Tax Clearing<\/strong>\u201d).<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p>Note: QuickBooks Online does not allow&nbsp;<\/p>\n\n\n\n<ul start=\"4\" class=\"wp-block-list\">\n<li>Assign zero-rated tax codes to the rest non-tax lines.<\/li>\n\n\n\n<li>Save changes.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"important-rules-2aa9b11f-2b22-40fe-901f-1446a44bfe6f\">Important Rules<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tax codes can be applied only to \u201c<strong>Sales Tax Payable<\/strong>\u201d mapping lines.\u00a0<\/li>\n\n\n\n<li>All <strong>non\u2013Sales Tax Payable<\/strong> lines must have a zero-rated tax code.<\/li>\n\n\n\n<li>If no zero-rated tax code is selected, Synder uses the default zero-rated tax from Settings.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"477\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-26-1024x477.png\" alt=\"\" class=\"wp-image-26184\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-26-1024x477.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-26-300x140.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-26-768x357.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-26-1536x715.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-26-1080x503.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-26-60x28.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-26-150x70.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-26.png 1562w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>New summaries will reflect the tax codes. Rebuild the existing summaries to reflect the updated mapping. Refer to <a href=\"https:\/\/synder.com\/help\/how-to-rebuild-summaries\/\">this guide<\/a> on how to rebuild Summaries.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"what-youll-see-in-the-journal-entry-068756c9-b8fb-4ecb-89d7-a2bfff1436f6\">What You\u2019ll See in the Journal Entry<\/h4>\n\n\n\n<p>Example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Item total: 146 CAD<\/li>\n\n\n\n<li>Tax (5% GST): 7.30 CAD<\/li>\n\n\n\n<li>Total: 153.30 CAD<\/li>\n<\/ul>\n\n\n\n<p>Synder:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creates account lines mapped to the Sales Tax Payable line.\u00a0<\/li>\n\n\n\n<li>Applies tax codes.<\/li>\n\n\n\n<li>Keeps income unchanged.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"371\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-25-1024x371.png\" alt=\"\" class=\"wp-image-26182\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-25-1024x371.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-25-300x109.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-25-768x278.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-25-1536x556.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-25-1080x391.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-25-60x22.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-25-150x54.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-25.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ensures tax appears in Tax Reports.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"930\" height=\"229\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-16.png\" alt=\"\" class=\"wp-image-26174\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-16.png 930w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-16-300x74.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-16-768x189.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-16-60x15.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-16-150x37.png 150w\" sizes=\"(max-width: 930px) 100vw, 930px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Balance Sheet view:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tax appears under the selected liability or clearing account.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"988\" height=\"686\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-17.png\" alt=\"\" class=\"wp-image-26175\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-17.png 988w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-17-300x208.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-17-768x533.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-17-60x42.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-17-150x104.png 150w\" sizes=\"(max-width: 988px) 100vw, 988px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"option-2-tax-tracking-disabled-7d080246-18eb-4221-97e5-196ef09a9b56\"><strong>Option 2: Tax Tracking Disabled<\/strong><\/h3>\n\n\n\n<p>Use this setup if tax reporting in QuickBooks is not required and only liability balances must be recorded.<\/p>\n\n\n\n<p>Tax tracking is disabled by default. With this feature disabled:<br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Synder posts the total tax directly to the <strong>Sales Tax Payable (liability)<\/strong> account.\n<ul class=\"wp-block-list\">\n<li>Recommended account type: <strong>Current Liabilities<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>No tax codes are applied.<\/li>\n\n\n\n<li>Tax will <strong>NOT<\/strong> appear in QuickBooks Tax Reports.<\/li>\n\n\n\n<li>The balance sheet still reflects tax owed correctly.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"example-journal-entry-tax-tracking-disabled-8764179d-f9dd-4470-9a70-c0f01d10d029\">Example Journal Entry (Tax Tracking Disabled)<\/h4>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"349\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-20-1024x349.png\" alt=\"\" class=\"wp-image-26178\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-20-1024x349.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-20-300x102.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-20-768x262.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-20-1536x524.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-20-1080x369.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-20-60x20.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-20-150x51.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-20.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"balance-sheet-reflecting-the-correct-tax-owed-5f246cc7-7ab9-4328-8f07-4695d24a0176\">Balance Sheet reflecting the correct tax owed<\/h4>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"955\" height=\"685\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-19.png\" alt=\"\" class=\"wp-image-26177\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-19.png 955w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-19-300x215.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-19-768x551.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-19-60x43.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/image-19-150x108.png 150w\" sizes=\"(max-width: 955px) 100vw, 955px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"important-notes-cd056422-98a6-4308-939e-d89d57cd01e1\"><strong>Important notes<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>For Multi-State Mapping, enable Group by region or use the Groups feature for more granular mapping. Refer to <a href=\"https:\/\/synder.com\/help\/summary-sync-understanding-the-mapping-groups\/\">this guide<\/a> for step-by-step instructions on how to set up mapping groups.<br><\/li>\n<\/ol>\n\n\n\n<p>After enabling <strong>Group by region<\/strong>, you may encounter the following regions:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201c<strong>Unknown<\/strong>\u201d \u2013 Missing or unrecognized state\/country information. Use the manual groups feature to assign taxes to such mapping lines based on other available conditions in transactions.<\/li>\n\n\n\n<li>\u201c<strong>N\/A<\/strong>\u201d \u2013 No shipping address is available (e.g., for adjustments).<br><\/li>\n<\/ul>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Do <strong>NOT<\/strong> select system-generated tax liability accounts when you have <strong>Tracking Taxes enabled<\/strong> (like GST\/HST Payable). QuickBooks <strong>does not allow tax codes on them and sync will fail<\/strong>.<\/li>\n<\/ol>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Tax codes on expenses are <strong>not<\/strong> supported on Summary sync. Consider one of the following options:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Account for taxes on expenses manually. Synder records total fees in synced journal entries. Calculate tax separately based on the applicable percentage.<\/li>\n\n\n\n<li>Use the per-transaction synchronization mode to apply taxes to expenses\/fees. Refer to <a href=\"https:\/\/synder.com\/help\/apply-tax-on-fees-or-expenses\/\">this guide<\/a> to understand how Synder handles taxes on fees in this sync mode.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"faq-0bc5010d-7a8f-45b9-a211-7ea18989aacc\"><strong>FAQ<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>I don\u2019t see the desired tax code in the dropdown to choose. Why?<\/strong><strong><br><\/strong><strong><br><\/strong><em>This can happen if the tax code is not set up in QuickBooks. Create the tax code in QuickBooks first. Then select it in the Synder mapping.<\/em><em><br><\/em><\/li>\n\n\n\n<li><strong>Why do my summaries fail with the error message \u201cCannot assign tax code on the Sales Tax account\u201d?<\/strong><strong><br><\/strong><br><em>Synder attempted to apply a tax code to a system-generated tax liability account (for example, <\/em><strong><em>GST\/HST Payable<\/em><\/strong><em>).<\/em><em><br><\/em><em><br><\/em><em>QuickBooks does not allow tax codes on these. Map taxable sales amounts to a non\u2011payable clearing account (recommended: an Income: Other income account, such as \u201cSales Tax Clearing\u201d) to avoid failure. <\/em><em><br><\/em><\/li>\n\n\n\n<li><strong>Why don\u2019t my taxes appear in QuickBooks tax reports?<\/strong><br><br><em>If Tax Tracking is disabled in Synder, no tax codes are applied to summary lines. Taxes will not appear in QuickBooks Tax Reports. <\/em><strong><em>Enable tax tracking<\/em><\/strong><em> in Synder if tax reporting in QuickBooks is required.<\/em><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a><strong> <\/strong>via online support chat or email with any questions you have \u2013 we are always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>For US QuickBooks Option 1: Manual Groups Option 2: Enable Group by region For Non-US QuickBooks (Canada, UK, AU, NZ, etc.) Option 1: Tax Tracking Enabled Option 2: Tax Tracking Disabled Important notes FAQ This guide explains how to configure sales tax tracking in Synder Summary Sync when posting summaries to QuickBooks Online (US and [&hellip;]<\/p>\n","protected":false},"author":2233,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[376,369,372,381,71],"tags":[],"ppma_author":[338],"class_list":["post-19609","post","type-post","status-publish","format-standard","hentry","category-transaction-recording-summary","category-transaction-recording-per-transaction","category-taxes","category-taxes-transaction-recording-summary","category-quickbooks-online"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Summary Sync: Track Sales Taxes in QuickBooks Online (US and Non-US) - Synder<\/title>\n<meta name=\"description\" content=\"Easily learn how to track sales tax 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Bylin"},"url":"https:\/\/synder.com\/help\/author\/egorbylin\/"}]}},"author_meta":{"display_name":"George Bylin","author_link":"https:\/\/synder.com\/help\/author\/egorbylin\/"},"featured_img":null,"coauthors":[{"link":"https:\/\/synder.com\/help\/author\/egorbylin\/","display_name":"George Bylin"}],"tax_additional":{"categories":{"linked":["<a href=\"https:\/\/synder.com\/help\/category\/transaction-recording-summary\/\" class=\"advgb-post-tax-term\">Transaction Recording: Summary<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/transaction-recording-per-transaction\/\" class=\"advgb-post-tax-term\">Transaction Recording: Per Transaction (PT)<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/transaction-recording-per-transaction\/taxes\/\" class=\"advgb-post-tax-term\">Taxes PT<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/transaction-recording-summary\/taxes-transaction-recording-summary\/\" class=\"advgb-post-tax-term\">Taxes<\/a>","<a 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