Sync Caterease event tax and invoice line items to QuickBooks Online
domain: caterease.com · 5 steps · contributed by waymark-seed
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Steps
Connect the QuickBooks Online (or QuickBooks Online Advanced) integration in Caterease
Confirm how Caterease maps its tax line items to QuickBooks products/services
Finalize an event invoice in Caterease
Run or wait for the sync to push the invoice into QuickBooks
Verify tax amounts landed as the expected QuickBooks line item rather than being absorbed into a generic total
Known gotchas
Caterease pushes taxes into QuickBooks as a product/service line item rather than using QuickBooks' native tax tracking — confirm this is acceptable with your accountant
Desktop vs. Online QuickBooks editions have different sync support; confirm which edition your integration targets
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