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Match Up Your Workiz Tax Rates with Your QuickBooks Account
Match Up Your Workiz Tax Rates with Your QuickBooks Account
How to match up your Workiz tax rates with your QuickBooks account.
Dan avatar
Written by Dan
Updated over a week ago

If your invoices are not syncing and you are seeing the "You do not have a tax rate of XXX" notice on your sync log, it means that you have used a tax rate in Workiz that does not exist in your QuickBooks account.

How can I fix this?

Log into your QuickBooks account and click taxes from your left-hand menu. Then, add the correct tax rate for your transactions.

Once corrected, you can run the Workiz QuickBooks sync again.

Note: If you don't see the option to add a new tax rate, you may be using the 'Auto Sales Tax' feature. Check out Set Up and Use Automated Sales Tax for more information.

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