Reply
Ubiquiti Employee
Posts: 1,321
Registered: ‎03-21-2016
Kudos: 214
Solutions: 150

Re: UCRM Plugins are here!!

Emerging Member
Posts: 74
Registered: ‎02-04-2014
Kudos: 44
Solutions: 2

Re: UCRM Plugins are here!!

[ Edited ]

Okay. Do you intend to solve tax problems? In Canada, we use several taxes depending on the client's place of residence. In Quebec, we charge 2 taxes, most other provinces we charge 1 GST or HST tax, HST being at multiple rates.

 

Currently, all invoice syncs fail with Quickbooks. We use invoice export and add payment information manually.

Regular Member
Posts: 325
Registered: ‎01-18-2017
Kudos: 110
Solutions: 12

Re: UCRM Plugins are here!!

QBO seems to automatically figure out the taxes to apply, at least for the USA. I just proposed a change to the readme that reminds users to update QBO to enable sales tax. If this is not done, the tax information sent over by the plugin is ignored. Same for discounts.

 

Emerging Member
Posts: 74
Registered: ‎02-04-2014
Kudos: 44
Solutions: 2

Re: UCRM Plugins are here!!

UCRM generate report merging all tax together, I think is the problem when it sent the information to QBO. For my need I have the manage tax separatly

Regular Member
Posts: 325
Registered: ‎01-18-2017
Kudos: 110
Solutions: 12

Re: UCRM Plugins are here!!

The way QBO is setup manages the application of taxes regardless of what UCRM does.

Reply