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abbati77
Level 1

ChargeBee Sales Tax Integration QB

We just implemented Chargebee/Avalara sales tax integration with QB.  The issue as hand is that Chargebee is creating a Sales Tax account for every US city, county and state entity...so far we have over 500 Sale Tax Payable accounts.  I cannot a get a straight answer from ChargeBee.   Has anyone else experience the same situation?

4 Comments 4
Eman_E
QuickBooks Team

ChargeBee Sales Tax Integration QB

Thank you for bringing the matter to our attention, @abbati. 

 

I would be happy to help you understand how Chargebee works when integrating with QuickBooks Online (QBO).

 

Chargebee can be integrated with QuickBooks Online to ensure that financial operations are automated and accurate and that Subscription Accounting is streamlined. This integration enables you to sync Invoices, Payments, Credit Notes, Refunds, Plans, Discounts, and Taxes. You can also generate financial reports in QuickBooks generate tax liability reports and file returns to specific tax authorities in QuickBooks.

 

Regarding your issue, it is essential to remember that QuickBooks Online relies on the data provided by third-party apps such as Chargebee. Therefore, the best course of action would be to contact Chargebee to provide further assistance.

 

In addition, you can refer to this article to learn how to add a sales tax category to your products and services in QuickBooks Online: Add a sales tax category to products and services in QuickBooks Online.

 

If you have any further questions about sales taxes, please feel free to add a comment below, and I will be happy to help. Have a great day!

abbati77
Level 1

ChargeBee Sales Tax Integration QB

Thanks.  We did got back to ChargeBee and they responded saying it was an QB issues since QB is automatically creating the Sale Tax entities.  So right now I have hundreds of GL sales tax accounts sitting on my BS for each tax entity.   I just joined the Company so I am not exactly sure how everything got set up.  I just spoke to a QB agent and they can clean up the mess but they still could not give me a straight answer as how they can stop QB from creating these GL accounts.

abbati77
Level 1

ChargeBee Sales Tax Integration QB

Unfortunately, ChargeBee has been of no help.  I was hoping someone in the QB community has the same setup that we have (i.e., ChargeBee, Avalara, QB) for managing Sales Tax that I could talk to.

ArielI
QuickBooks Team

ChargeBee Sales Tax Integration QB

Hello, @abbati77.

 

I can see the importance of managing Sales Tax in QuickBooks Online (QBO). Allow me to share information about our website that can help you with your app development. 

 

We have a separate forum called Intuit Developers, where you can find engineers who can share suggestions for API concerns and developments. I recommend posting on this website to help you further with app integrations. Check out this link: Intuit Developers Community.

 

Additionally, you can get assistance with third-party app integrations, participate in software developments, and innovate business tools for QuickBooks.

 

Also, did you know you can transfer app ownership or disconnect an app in QuickBooks Online? I have a link here you can visit to learn more about the process: Transfer app ownership or disconnect apps.

 

If you have further questions about collaborating your app with QuickBooks, you can comment below, and we'll respond to you as soon as possible.

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