In order to ensure your Joist <> QuickBooks sync is working perfectly, you’ll need to ensure your taxes are set up the same way in both Joist and QuickBooks so they match exactly.
Matching means that taxes need to:
- Have the same name, including capitalization and punctuation
- Have the same tax rate
If you’ve already synced data, and received an error message relating to Taxes, there are two ways to resolve the error:
1. Change the tax in Joist to match tax in Quickbooks
2. Change the tax in Quickbooks to match tax in Joist
Here is a more detailed step-by-step guide on how to do this:
Method 1: Change the tax in Joist to match tax in Quickbooks
Method 2: Change the tax in QuickBooks to match tax in Joist