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. For information regarding all of Zamp's product tax codes, review this documentation.


When connected to QuickBooks Online, Zamp will determine taxability in-accordance to a Tax Product Code hierarchy. To map your Products & Services to Zamp Tax Codes, review the following process.

Mapping Options

  • Zamp Tax App Product Tax Code Mapping Utility
  • Native Quickbooks Product/Service Category
  • Default fallback tax code

Zamp will first use any Tax Codes in the Product Tax Code Mapping Utility first, the native Quickbooks Product/Service Category second, and the "General tangible personal property" (R_TPP)  tax code as a tertiary fallback if codes are not mapped in either place.


IMPORTANT NOTE: If you are using the native Quickbooks Product/Service Category for non-tax category mappings, you MUST map a category in the Zamp App Product Tax Code Mapping Utility. Otherwise, tax calculations will fail.

Example: I use the native Quickbooks category to organize my items into different material types (Plastic, Glass, Metal). To correctly have Zamp calculate tax for transactions with these items, I mapped Zamp Tax Codes in the Product Tax Code Mapping Utility.

Product Tax Code Mapping Utility

  1. From Native Quickbooks, navigate to My integrations > Zamp Tax > Launch > Product Tax Code Mapping.
  2. Your inventory should already have been pulled into the Zamp Tax App. Click or type tax codes into each item OR export your items and map Zamp Tax Codes in bulk, then Import.
  3. Hit Save once completed.

How to Map in Bulk if Using the Zamp App Product Tax Code Mapping

  1. In the Product Tax Code Mapping utility, press the Export button. This will trigger a CSV download of all items within the mapping.
  2. Open the downloaded CSV, and under column C, Zamp Tax Code, enter the Zamp Product Tax Code. Ensure all codes are mapped to the codes found here.
  3. Once completed, navigate back to the Zamp Tax App, and select Import. Upload your completed mapping file in either XLSX or CSV format. This will populate the selected codes within the mapping utility.

Native Quickbooks Product/Service Category

  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 Record Configuration

In the native Quickbooks Online "Customers" application, you can change billing and address information or designate Zamp Customer Exemption Codes 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).


Correctly Configuring Customer Records in QuickBooks Online

  1. Navigate to Customer Hub > Customers.


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

  2. Verify ship-from and ship-to Addresses information are valid. Ensure that Country is populated with "US". If there is no country code populated, taxes will not be calculated for your transactions.

  3. To assign Zamp Exemption Codes, scroll to the bottom of the Edit details, and locate the Additional info field. Check "This customer is tax exempt".

  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**

  1. Save the record