Import QuickBooks Sales Taxes into EmbTrak

·         From the EmbTrak Home Screen,  go to System à Import à QuickBooks à QuickBooks 2006 – 2014 Sales Tax Import

• After the Import program completes, a dialog box displays, noting the total number of Sales Taxes that have been imported.  Only Active QuickBooks Sales Tax Items will be imported into EmbTrak.

• Close and reopen EmbTrak.
  

Accessing Sales Tax settings in EmbTrak

• From the EmbTrak Home Screen,  go to System à Administration à Edit List Tables à List Data Editor

• Click on Sales Taxes to access the current Sales Tax settings.
  • Type = Single for Tax Codes that represent one tax.
  • Type = Group for Tax Codes that represent a combination of 2 or more taxes.
  • Ex.  Haywood COunty 7% = NC Sales Tax (4.75%) + Haywood County Tax (2.25%)
• Change Type to "Group" where necessary. 
  
• Click Save.

When the Sales Tax exists in QuickBooks, but not in EmbTrak

• The Import program will set the EmbTrak fields as follows:

           QuickBooks

                    EmbTrak

• Note: 
  • If QuickBooks Description, Tax Rate, or Tax Agency are blank, they will remain blank in EmbTrak.

When the Sales Tax exists in both QuickBooks and EmbTrak prior to Import

• Updates will occur when a QuickBooks Sales Tax has a different Sales Tax Name, Description, Tax Rate, or Tax Agency.
• If a Sales Tax exists on a prior EmbTrak Sales Transaction, the sales tax label will need to be reset  on each transaction.
• If an item is marked inactive in QuickBooks, it is not imported and therefore remains unchanged in EmbTrak.

When Implementing a New Sales Tax for your Business

• First, add the Sales Tax Item into QuickBooks.
• Then, run QuickBooks Sales Tax Import to import it into EmbTrak.