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Taxes: Setup for QBO

By Amelia Dwyer | Updated

Taxes should be setup in QuickBooks Online prior to integrating Revel and QBO. 

  1. On the left side tab, select Taxes:

  2. Then, select Get Set Up:

  3. You'll be asked to verify your address. 
    • If it's correct, select Looks good.
    • If it’s not, select the pencil icon then correct it.
  4. Select Yes or No to whether you collect taxes outside of your home state.
  5. Next, provide the requested information. 
  6. If you selected Yes to collecting taxes outside your home state, select Add Agency to set up all other agencies you are registered with.
  7. Finally, you'll see a screen confirming that your setup is complete. Select Got it and you'll be taken to the sales tax page:


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Taxes: Setup for QBO

By Amelia Dwyer | Updated

Follow

Taxes should be setup in QuickBooks Online prior to integrating Revel and QBO. 

  1. On the left side tab, select Taxes:

  2. Then, select Get Set Up:

  3. You'll be asked to verify your address. 
    • If it's correct, select Looks good.
    • If it’s not, select the pencil icon then correct it.
  4. Select Yes or No to whether you collect taxes outside of your home state.
  5. Next, provide the requested information. 
  6. If you selected Yes to collecting taxes outside your home state, select Add Agency to set up all other agencies you are registered with.
  7. Finally, you'll see a screen confirming that your setup is complete. Select Got it and you'll be taken to the sales tax page:

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