When you are using the Onsight connector for QuickBooks, your QuickBook tax codes are automatically configured in Onsight. The tax codes you have chosen for each item and each customer are also copied to Onsight.
Onsight has two tax modes:
Product taxes: In this mode, only the product tax codes are used and we do not use any customer tax codes in Onsight. Therefore, choosing a non-zero tax code for the customer in QuickBooks will have no impact in Onsight. Customers are merely marked as taxable or not in Onsight. If a customer is tax-exempt in QuickBooks, then it will get marked as non-taxable in Onsight and no taxes will apply for any orders for that customer.
Customer taxes: In this mode, only the customer tax codes are used and we do not use any product tax codes in Onsight. Therefore, choosing a non-zero tax code for the product in QuickBooks will have no impact in Onsight. Products are merely marked as taxable or not. If an item is tax-exempt or zero-rated in QuickBooks, it will get marked as non-taxable in Onsight and no taxes will apply for that line item.
Onsight handles taxes differently to QuickBooks. The scenario listed below explains this difference:
You are using customer taxes in Onsight. In QuickBooks you have a customer that has no tax code. In Onsight, the customer will not be taxable and no tax code will be listed. In QuickBooks you have a product that has a tax code. In Onsight, the product will be marked as taxable. No tax codes are listed on the screen for the item in Onsight because the account has customer taxes configured. When you create an order in Onsight for this customer and this product, there will be no taxes on the order (since the customer is marked as not taxable).
If you manually created the same order in QuickBooks for the same customer and same product, QuickBooks will add taxes for the specific line item, even though the customer has no tax code, because the product is marked as taxable and has a tax code.