Adding Sales Tax

How to add sales tax depends on what accounting system your account syncs with.

QuickBooks Online

Sales Tax Rates sync from QuickBooks Online to J.P. Morgan Digital Banking Cashflow360, and invoice sales tax sync in both directions.

QuickBooks Desktop

Set up sales tax in QuickBooks Desktop using sales tax items, rates, and codes. The next time the sync is run, we'll bring over the sales tax items into J.P. Morgan Digital Banking Cashflow360. Then, as invoices are created in J.P. Morgan Digital Banking Cashflow360, we'll show and calculate sales tax.

NetSuite

Set up sales tax in NetSuite. The next time the sync is run, we'll bring over the sales tax items into J.P. Morgan Digital Banking Cashflow360. Then, as invoices are synced to J.P. Morgan Digital Banking Cashflow360, we'll show and calculate sales tax.

Xero and Intacct

Create a sales tax item in J.P. Morgan Digital Banking Cashflow360. Then, as invoices are created in J.P. Morgan Digital Banking Cashflow360, we'll show and calculate sales tax.

Other or No accounting system

For accounting systems that we don't have a direct integration with or if not using accounting system at all, create sales tax items manually or import your sales tax items.