You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close

Mark THIS CUSTOMER IS TAX EXEMPT in QBO Customer Import

QUESTION

How can in the box THIS CUSTOMER IS TAX EXEMPT on the Tax tab of Customer setup being checked when importing Customers?

RESOLUTION

When processing a Customer import, if a value is imported for the TAX EXEMPTION REASON field in the Transaction Pro mapping, the box for THIS CUSTOMER IS TAX EXEMPT will automatically be checked, opening the additional fields for REASON FOR EXEMPTION (TaxExemptionReason) and EXEMPTION DETAILS (ResaleNumber) in QuickBooks Online (QBO). 

REASON FOR EXEMPTION is the mapping field TaxExemptionReason in Transaction Pro mapping. The acceptable values are a numeric values 1 - 14. See the listing below for the correlating reason of each number. The values are for US tax exemption reasons.

  • 469
  • 28-Jun-2020
  • 585 Views