For each item included on a submitted order, Crik-IT assigns a tax code to order lines being sent to QuickBooks in this order:
- If the customer has a default tax code set up in QuickBooks, Crik-IT will assign that code to the order lines.
- If there is no customer tax code set up in QuickBooks, if the item has a sales tax code set up in QuickBooks, Crik-IT will use that.
- If there is no item tax code set up in QuickBooks, if Crik-IT has configured your company to use a default sales tax code, Crik-IT will use that.
- Note: if you would like us to configure a default sales tax code for your company, please email us at support@crik-it.com to request this. Please include the exact sales tax code we should use.
- Otherwise, Crik-IT will use a blank sales tax code, which will cause QuickBooks to throw an error and reject that order.