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. Navigate to New Registration and select Sales Tax from the ▼ dropdown.
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 a digital certificate for QuickBooks e-invoicing set up.

1. To opt into e-invoicing, navigate to Account & Settings, select Sales, and then E-invoicing.
2. Select the pencil icon and turn on Use e-invoicing.
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. To edit your E-invoicing details, select View or change.
6. You’ll need to enter the following:
   • Business name: This should be populated automatically, so you can make any edits needed.
   • SST ID (if you collect sales tax): The 15-digit identification number provided by the government when registering for Sales & Service Tax.
   • Business Registration Number (BRN): A unique set of 12 digit number assigned to a business entity upon its incorporation with the Companies Commission of Malaysia, also known as Suruhanjaya Syarikat Malaysia (SSM).
   • 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).
   • Malaysia Standard Industrial Classification (MSIC) Code: This is a 5-digit number that represents the taxpayer’s business nature and activity. You can visit the LHDN website for a list of MSIC codes.
7. 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.
8. To finish connecting to LHDN, you’ll need to go back to QuickBooks Online.
   • Go to QuickBooks Online and navigate to Account & Settings, select Sales, and then e-invoicing.
   • Select the pencil icon and turn on Use e-invoicing.
   • You’ll need to acknowledge and agree to Intuit sharing the information you provide with Sovos Compliance LLC and select Continue.
   • Check that the information is correct.
   • Enter MyInvois Client ID & MyInvois Client Secret into QuickBooks and select Connect.
   • 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 change any details, go back to Account and settings, then select Sales, then edit the E-invoicing by selecting the pencil icon , and select View or Change.

1. Visit the MyTax site (mytax.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 All apps , select Customer Hub, then select Customers & leads (Take me there).
2. Select the customer name to open the customer record.
3. Select Edit.
4. Go to the Additional info section and enter the Sales Tax Registration (TIN).
5. Select the Customer category from the ▼ dropdown.
   • If your customer category is Domestic business in Malaysia, enter your TIN and BRN.
   • If your customer category is Domestic individual in Malaysia, enter your MyKad / Mytentera identification number.
   • If your customer category is Foreign business or Foreign individual, enter the BRN, TIN, Passport number / MyPR / MyKAS identification number.
6. Select Save.

1. Go to All apps , select Sales & Get Paid, then select Products & services (Take me there).
2. Select the name of the product/service.
3. Select Edit under the Basic info.
4. Select the Classification Code from the ▼ dropdown.
5. Select Save.

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