Syncing Sales Tax in Shopify orders with QuickBooks Online

Written by the MyWorks Team

Updated at October 25th, 2023

MyWorks makes it as easy as possible to handle accounting for the sales tax collected in Shopify. We'll automatically sync the tax charged on the order into QuickBooks Online as we sync the order: no setup needed on your part!

MyWorks is perfectly compatible with the automated Shopify Tax service in Shopify. When enabled in Shopify, MyWorks will sync the accurate sales tax collected on the order into QuickBooks.

When using Automated Sales Tax in QuickBooks Online (US) 

If your QuickBooks Online company is in the United States, you likely have Automated Sales Tax enabled. The Sales Tax collected in the Shopify order will be passed into the "Sales Tax" subtotal field in QuickBooks Online. This will always match what's collected in the Shopify order, and you can use reporting in QuickBooks Online to report on sales tax collected. 

 

Syncing as a line item

If you enable the setting to sync sales tax as a line item in MyWorks Sync > Settings > Tax,  the Sales Tax collected in the WooCommerce order will instead be passed into a line item in QuickBooks Online. This "Sales Tax" item is set in MyWorks Sync > Settings > Tax - and can be created in your QuickBooks and assigned to your "Sales Tax Payable" account.