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Change a tax rate in Point of Sale when it is configured to exchange data with QuickBooks

When using Point of Sale in conjunction with QuickBooks, sales tax rates need to be changed in QuickBooks prior to the new rate changing in Point of Sale.

Detailed Instructions

In QuickBooks:

  1. Choose Lists > Item List.
  2. Double-click the sales tax that needs to be edited.
  3. On the Edit Item screen, change the rate. Click OK.


In Point of Sale:

  1. Choose Financial > Update QuickBooks. When the exchange is done, click Close.
  2. Choose File > Preferences > Company (Version 9 and below: Edit > Preferences > Company).
  3. Select the Sales Tax Preference. Point of Sale will connect with QuickBooks. When finished, the sales tax will now calculate with the new rate in Point of Sale.
  4. Click Save.

If this solution does not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site. You can also review other available QuickBooks Point of Sale support options for additional guidance.

KB ID# HOW12378
9/18/2014 8:46:49 PM
PPRDQSSWS407 9102 Pro 2013 bcb39a