{"id":3394,"date":"2024-07-15T10:15:39","date_gmt":"2024-07-15T00:45:39","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=3394"},"modified":"2024-07-15T10:16:07","modified_gmt":"2024-07-15T00:46:07","slug":"how-to-map-to-tax-code-in-onecore-qbo-excluding-us-instances","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-map-to-tax-code-in-onecore-qbo-excluding-us-instances\/","title":{"rendered":"How To Map To Tax Code in OneCore QBO &#8211; Excluding US Instances"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p>1. To map to an existing Tax Code from OneCore, go to <strong>Tax > General Settings<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"238\" height=\"107\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/07\/general-settings-1.png\" alt=\"\" class=\"wp-image-3396\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/general-settings-1.png 238w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/general-settings-1-50x22.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/general-settings-1-60x27.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/general-settings-1-100x45.png 100w\" sizes=\"auto, (max-width: 238px) 100vw, 238px\" \/><\/figure>\n\n\n\n<p><span style=\"font-size: revert; color: initial;\">2. Click on <\/span><strong style=\"font-size: revert; color: initial;\">Refresh Projects<\/strong><span style=\"font-size: revert; color: initial;\"> for both Tax Code from Procore and QBO<\/span><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"486\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/07\/refresh-tax-1024x486.png\" alt=\"\" class=\"wp-image-3397\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/refresh-tax-1024x486.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/refresh-tax-300x142.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/refresh-tax-768x365.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/refresh-tax-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/refresh-tax-1536x729.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/refresh-tax-60x28.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/refresh-tax-100x47.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/refresh-tax.png 1915w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><span style=\"font-size: inherit;\">3. Go to <\/span><strong style=\"font-size: inherit;\">Tax <\/strong><strong style=\"font-size: inherit;\">> Tax Mapping<\/strong><span style=\"font-size: inherit;\">.<\/span><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"255\" height=\"107\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/07\/tax-mapping.png\" alt=\"\" class=\"wp-image-3398\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/tax-mapping.png 255w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/tax-mapping-50x21.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/tax-mapping-60x25.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/tax-mapping-100x42.png 100w\" sizes=\"auto, (max-width: 255px) 100vw, 255px\" \/><\/figure>\n\n\n\n<p>4. Click on the <strong>pencil icon<\/strong> next to the Tax Code you want to map.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/07\/mapping-pencil-1024x484.png\" alt=\"\" class=\"wp-image-3399\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/mapping-pencil-1024x484.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/mapping-pencil-300x142.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/mapping-pencil-768x363.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/mapping-pencil-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/mapping-pencil-1536x726.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/mapping-pencil-60x28.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/mapping-pencil-100x47.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/mapping-pencil.png 1918w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>5. Set the QBO Tax Code for <strong>Commitment Claim<\/strong> and Reverse <strong>Direct Cost<\/strong>. Click on <strong>Save Changes<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"487\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/07\/procore-tax-mapping-modal-1024x487.png\" alt=\"\" class=\"wp-image-3400\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/procore-tax-mapping-modal-1024x487.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/procore-tax-mapping-modal-300x143.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/procore-tax-mapping-modal-768x365.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/procore-tax-mapping-modal-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/procore-tax-mapping-modal-1536x730.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/procore-tax-mapping-modal-60x29.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/procore-tax-mapping-modal-100x48.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/procore-tax-mapping-modal.png 1915w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<h2 class=\"wp-block-heading\">NOTE<\/h2>\n\n\n\n<p>If there&#8217;s no mapping found for tax code, we will default the tax calculation type to &#8220;<strong>Out of Scope<\/strong>&#8220;<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Overview 1. To map to an existing Tax Code from OneCore, go to Tax > General Settings: 2. Click on Refresh Projects for both Tax Code from Procore and QBO 3. Go to Tax > Tax Mapping. 4. Click on the pencil icon next to the Tax Code you want&#8230;<\/p>\n","protected":false},"author":15,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[71,72,67,66],"ht-kb-tag":[103,100,47,106,64,105,104],"class_list":["post-3394","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-qbo","ht_kb_category-transaction-direct-costs-qbo","ht_kb_category-faq-qbo","ht_kb_category-mapping-in-onecore-qbo","ht_kb_tag-australia","ht_kb_tag-canada","ht_kb_tag-check","ht_kb_tag-mapping-tax-code","ht_kb_tag-qbo","ht_kb_tag-tax-code","ht_kb_tag-uk"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3394","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=3394"}],"version-history":[{"count":1,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3394\/revisions"}],"predecessor-version":[{"id":3401,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3394\/revisions\/3401"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=3394"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=3394"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=3394"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}