Integrating Katana with QuickBooks Online allows for consistent and accurate tax calculations across both platforms. This guide outlines how to map tax rates between Katana and QuickBooks, ensuring seamless financial management and compliance.
!Important note!
Applicable to Non-U.S. QuickBooks accounts: Tax rate mapping is only required for non-U.S. QuickBooks accounts. For U.S. accounts, taxes are applied automatically based on QuickBooks' internal settings.
Mapping tax rates
Step 1: Access integration configuration
In Katana, navigate to the Integrations Marketplace.
Locate QuickBooks Online and click Open configuration.
Step 2: Navigate to tax mapping
Within the configuration window, select the Tax mapping tab.
Step 3: Map Katana tax rates to QuickBooks
You'll see a list of your current tax rates in Katana.
For each tax rate, select the corresponding tax rate in QuickBooks Online.
Note: To activate the integration, all tax rates in Katana must be mapped. The Activate button will remain disabled until all tax rates are mapped.
Step 4: Manage Katana Tax Rates
To edit, create, or delete tax rates in Katana, click on Manage Katana tax rates within the Tax mapping tab.
Additional information
Sales and purchase taxes:
Katana does not differentiate between sales and purchase taxes.
If you need to apply different tax rates for purchases and sales for the same tax type, create two separate tax rates in Katana (e.g., "VAT Sales" and "VAT Purchases").
Map both of these to the same tax rate in QuickBooks. QuickBooks will apply the correct tax based on the transaction type.
"No tax" option:
To apply a 0% tax rate to specific transactions, create a new tax rate in Katana named "No tax" with a 0% rate.
This tax rate will be created in QuickBooks and mapped automatically between the two systems.
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