How to automatically assign tax in QB when importing from a POS?

Can you clarify how you're doing the import?  Are you using 3rd party software?

Hi trentb,

Thanks for getting in touch. Making sure your information is correct between third-party services and QuickBooks is an important part of making sure your numbers are balanced. Since QuickBooks Desktop's Canadian products don't have a direct connection to a POS system, I suspect you're using an application or integration to connect the two. Because of that, I recommend starting troubleshooting on that end.

When it comes to these kinds of connections, QuickBooks relies on the configurations of the third-party creator ensure data is being transferred correctly. If you're using an app, search for it on the Apps for QuickBooks Desktop page to review support options. If it's a third-party integration, check out that party's website for more contact details.

Once that troubleshooting is done, feel free to give the QuickBooks Desktop support team a call at 1-877-772-9158. Pro and Premier agents are available 24/7 and Enterprise support is on hand from Monday to Friday between 9 a.m. and 8 p.m. ET. Learn more about support here: Intuit QuickBooks Desktop support policies

I hope that helps!

I can't speak to exactly how you're doing your import/export, but the cause of the taxes being unassigned would be that the headers on your spreadsheet are not identically matched to the QB Fields.  I can say that when using Transaction Pro Importer (3rd party software which does the IIF conversion for you automatically from your spreadsheet), this does not occur.

If you aren't able to use the software I mentioned, the best thing to do is to create a dummy QB file and do lots of experimenting in importing your files to see where the problem lies.  I know when using Transaction Pro Importer, it was not enough to transfer the GST tax amount, the tax code itself must be mapped.  When I would do imports, I would have a column with the $ amount of GST and another column that had to be populated with the tax code, which in my case was 'GST'.  I wish I could give you some examples, but I actually haven't used it in awhile.  I just know that when I did, it was very slick and I loved it - saved me hundreds of hours in data entry.