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How to transfer QuickBooks Desktop sales tax codes into QuickBooks Online

custom_extract.pngIf you are a Canadian QuickBooks user that wants to move from Desktop to the Cloud then you should keep this information in mind:

When you have converted the file and want to connect Receipt Bank (an app that uses sales tax codes), please remember to:

 1. Inactivate your desktop sales tax codes before setting up the QuickBooks Online sales tax codes.

 2. Then link your app.

 3. Ensure the sales tax code set as a default in these apps is a NON-compounded tax i.e. GST only, HST only, but not GST/PST.

This is necessary because apps that you want to connect to QuickBooks Online files are not meant to connect with QuickBooks Desktop sales tax codes.

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