Adding Sales Tax
How to add sales tax depends on what accounting software your account syncs with.
QuickBooks Desktop
Set up sales tax in QuickBooks Desktop using sales tax items, rates, and codes. The next time the sync is run, we'll bring over the sales tax items into Key CashFlow. Then, as invoices are created in Key CashFlow, we'll show and calculate sales tax.
QuickBooks Online
Sales Tax Rates sync from QuickBooks Online to Key CashFlow, and invoice sales tax sync in both directions.
Netsuite
Set up sales tax in Netsuite. The next time the sync is run, we'll bring over the sales tax items into Key CashFlow. Then, as invoices are created in Key CashFlow, we'll show and calculate sales tax.
Xero and Intacct
Create a sales tax item in Key CashFlow. Then, as invoices are created in Key CashFlow, we'll show and calculate sales tax.
Other or No Accounting software
For accounting softwares that we don't have a direct integration with or if not using accounting software at all, create sales tax items manually or import your sales tax items.
Resources
Get Paid (Receivables) View all
QuickBooks Online View all
QuickBooks for Windows View all
NetSuite / Intacct View Intacct View NetSuite