taxomate allows you to set up accounting and tax mapping so your settlements can be properly exported to QuickBooks or Xero.
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​OPTION A. Using Recommended Accounts
In order to use the recommended mappings simply select Save in Quick Setup. taxomate will automatically create these accounts in your accounting system.
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​OPTION B. Using Custom Mappings
In Quick Setup, you also have the option of selecting your own accounts from QuickBooks or Xero for each transaction category.
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If you need to make any changes to these accounts after completing Quick Setup, you can always go to the Accounts & Taxes page and select Update Mappings at the bottom right of the page.
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Account and tax mappings may differ per country/region, so you may receive an error if your accounts and taxes are not set up correctly in QuickBooks or Xero.
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​OPTION C. Using Custom Advanced Mappings
To use advanced mappings, including Sales Tax Codes please scroll to the bottom of the Accounts & Taxes page and select Enable Tax Code Mapping. The Account or Sales Tax Code must first be generated in QuickBooks or Xero before it can be selected in taxomate.
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Select the Account and Tax Rate for each transaction type and select Update Mappings to save your settings.
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