improved
Integrations
Tax handling in Xero and QuickBooks integrations
We've added an update to the Xero and QuickBooks integrations to give you more control over how taxes are handled.
On the Tax tab of the integration page, you can now choose one of the following options:
- Inline: Apply a single tax rate to line items.
- Separate line items: Create a separate line item for each applied tax rate.
If you choose Separate line items, you’ll be able to map Phorest tax rates to specific ledger accounts, and you’ll need to select a Default Ledger Account.
If you choose Inline, you can map Phorest tax rates to your accounting platform’s tax rates, and you’ll need to select a Default Tax Rate.
The Inline option works the same way as in the previous version of the integration.
