Zamp Guide: Quickbooks Online Integration

If you are utilizing our integration with QuickBooks Online, there are several crucial steps that we require you to take when reporting transactions within QuickBooks Online to guarantee the accuracy of the data being imported.

Exempt Customers

If you have exempt customers, please follow the instructions below to mark a customer exempt.

Accurately accounting for reasons why customers weren't charged sales tax in states where you are otherwise liable is important. If Zamp does not have a valid exemption reason to record in our reporting, this could result in a state's calculations showing that you need to pay sales tax.

If we can't identify a reason as to why no sales tax was collected, we will assume it should have been collected and it will be added to your gross reporting without being treated as exempt.


Data Formats & Settings

  • Zip Code Format: Please ensure your zip code format follows one of these patterns:
    • 5-digit (ie. XXXXX)
    • Zip+4 (with or without the hyphen, i.e. XXXXX-XXXX or XXXXXXXXX)

  • Country Code Format:
    • If null, Zamp will assume Country = United States
    • If a country code is included, either US or International, it needs to be in ISO-2 or ISO-3 format

  • Addresses: Ensure that all invoices have a shipping or billing address either listed on the invoice or listed on the associated customer. We require the city+state or zip code for US invoices. For international invoices, we require city and country.

  • Exemption: Customers marked as exempt will need to have a reason when they click the 'customer is exempt' checkbox (see instructions below)

How to Exempt a Customer in Quickbooks

Go to the Sales page and open the Customers tab:



Select a customer and click the ‘Edit’ button (not the dropdown arrow):



Scroll down to ‘Additional info’ and select the checkbox next to ‘This customer is tax exempt’. Then select a reason for the exemption and save: