Zamp for QuickBooks Online: Product & Customer Configuration

Products & Services Configuration

Zamp’s library includes over 170 product tax codes that power our tax engine’s rate logic. These codes determine the correct tax rate based on your business address (the “origin”) and your customer’s location (the “destination”). Whether you’re providing a service or delivering a physical product, Zamp ensures accurate, real-time sales tax calculations.

When connected to QuickBooks Online, the Zamp Tax App automatically leverages the default Product/Service Category to apply the appropriate tax logic for each transaction.

1. Navigate to Sales > Products & Services > Edit (any desired product/service) > Category
2. Enter the Zamp product tax code and save it as a category.
3. Select Save and close.

Your product/service is now configured for Zamp to accurately calculate in your invoices, recurring invoices, credit memos, and sales receipts.

Customer Exemption Configuration

You can assign a Zamp Customer Exemption Code to customer records when the purchasing entity is not subject to sales tax. For example, resellers, non-profit organizations, educational institutions, or government agencies.

Note: For exempt customers, you must collect and maintain a valid exemption certificate from the customer for the applicable state(s).

Setting Zamp Customer Exemptions in QuickBooks Online

1. Navigate to Customer Hub > Customers

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2. Choose a desired customer record, click into it, and select Edit or create a new customer.

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3. Scroll to the bottom of the Edit details, and locate the Additional info field. Check "This customer is tax exempt".

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4. Select a reason for exemption and ALSO add one of the following supported Customer Exemption Types in the Exemption details field:
   1. RESALE
   2. EDU_PRIVATE
   3. EDU_PUBLIC
   4. FEDERAL_GOV
   5. LOCAL_GOV
   6. NON_PROFIT
   7. STATE_GOV
   8. TRIBAL

**The Exemption details field is REQUIRED**

5. Save the record