How to set up e-invoicing in QuickBooks online - Malaysia

If you're a Sales & Service Tax (SST) ID holder required to collect sales tax, you'll need to enable sales tax before e-invoicing. You can find out if you need to register for SST here. 

To set up your sales tax in QuickBooks Online, follow these steps. 

1. Visit the MySST portal https://mysst.customs.gov.my/
2. Go to New Registration > Sales Tax
3. Complete and submit your application

You should receive an email once your application has been processed. You can also check your registration status in the MySST portal.

A Digital Certificate is an electronic document that proves the identity of a business and verifies their authenticity as an authorised seller. To obtain one, you'll need to:

1. Find a Certificate Authority (CA) and arrange a quote on which type of certificate is best suited for your business.
2. Once purchased, send your CA all relevant information as requested - they will need to use this to verify your authenticity.
3. Receive digital certificate for QuickBooks e-invoicing set up. 

1. To opt in to e-invoicing, navigate to Account & Settings then Sales,  then e-invoicing
2. Select Enable, then Save
3. You’ll be prompted to enable sales tax. Select Enable if you’re required to collect sales tax
4. You’ll need to acknowledge and agree to Intuit sharing the information you provide with Sovos Compliance LLC and select Continue
5. You’ll need to enter the following:
   • Your business name - this should be populated automatically, so you can make any edits needed.
   • Your SST ID (if you collect sales tax)- the 15-digit identification number provided by the government when registering for Sales & Service Tax 
   • Your Business Registration Number (BRN) - A unique set of 12 digits assigned to a business entity upon its incorporation with the Companies Commission of Malaysia (SSM), also known as Suruhanjaya Syarikat Malaysia.
   • Your Sales Tax Registration (TIN) - the Sales Tax Registration (TIN), also known as the Income Tax Number, is a unique identifier assigned to individuals and entities who are registered taxpayers with the Inland Revenue Board of Malaysia (LHDN).
   • Your Malaysia Standard Industrial Classification (MSIC) Code- This is a 5-digit numeric code that represent the taxpayer’s business nature and activity. You can visit the LHDN website for a list of MSIC codes. .
6. Next, you’ll need to connect to LHDN via the MyInvois portal
   • Open the MyInvois portal and enter your Myinvois credentials to log in
   • Set up Quickbooks as an ERP provider
7. To finish connecting LHDN, you’ll need to go back to QuickBooks Online
   • Open QuickBooks online and go Account & Settings then Sales and then e-invoicing
   • Select Enable
   • You’ll need to acknowledge and agree to Intuit sharing the information you provide with Sovos Compliance LLC and select Continue
   • Check the information is correct
   • Enter your Client ID & Client Secret into Quickbooks
   • If you have one, upload your digital certificate, enter your digital certificate password and select Connect

Note: You may need to acquire a digital signature from an authorised Certificate Authority (CA)

Tip: If you need to make any changes, simply go to Account & Settings then Sales and then e-invoicing.

1. Visit the MyTax site (hasil.gov.my)
2. Find profile dropdown menu and select View Taxpayer Profile
3. On the ERP row, select Register ERP
4. Enter the ERP name as QuickBooks, select 3 Year client secret expiration, then select Register
5. The MyInvois portal will then generate your ERP Client ID, Client Secret 1 and 2
6. Select Done to complete the process.

To comply with local tax laws, you’ll need to add a few new details about the customers you invoice. You can find these under the Additional info section. 

1. Go to Sales, then Customers
2. Open a customer record
3. Open the Additional info section and enter the following info for all customers:
   • Enter their Sales Tax Registration (TIN) 
   • Select a Customer category
4. If your customer category is Business in Malaysia:
   • Enter their Business Registration Number (BRN)
   • Enter their Sales & Service Tax Number (SST ID)
5. If your customer category is Individual in Malaysia
   • Enter their MyKad or MyTentera number
6. If your customer category is outside Malaysia
   • Enter their passport number, MyPR or MyKAS

7. Select Save and close.

1. Go to Sales, then Products and services
2. Open an item
3. Enter the relevant classification code then select Save and close. 

Tip: Visit the LHDN website for a list of classification codes.