Overview
If you use QuickBooks as your primary accounting software but run sales through other platforms, such as Marketplaces and E-Commerce sites, Zamp can pull transactions from QuickBooks, without needing to integrate with the other platforms. One-source of truth, one integration.
Prerequisites
For whichever integration application you are using to send transactions to your QuickBooks account, you will need to ensure:
Transactions are passed as an Invoice or a Sales Receipt.
A customer is associated with every transaction.
An item Rate and Quantity are included for every item.
Why does this matter?
Zamp needs to fully understand your quote-to-cash process, and where transactions originate to:
Ensure there are no duplicate transactions being posted to your Zamp account.
Zamp is not recalculating tax on transactions that you have already charged a customer for.
How does the Integration with QuickBooks handle this?
External Source
The Zamp application Customer Entity Mapping tool now has an External Source indicator. If the customer is tagged as Yes, Zamp will not calculate tax for the customer, and will push transactions into Zamp with existing tax values. If No, the customer will continue to have taxes calculated by Zamp.
External Source | Tax Calculated by Zamp? | Transaction Posted to Zamp? |
Yes | No | Yes |
No | Yes | Yes |
How to Configure
It is very important the Zamp Tax Application is configured correctly when using the External Source setting.
Set New Customers as External Source by Default
This setting determines whether new customers created in Quickbooks are automatically toggled with External Source = Yes. This would mean that any new customer would not have tax calculated by Zamp.
If this setting is enabled, you would need to tag newly created customers that need Zamp tax calculations as External Source = No for this to happen.