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Integrate Anrok & QuickBooks

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Introduction

This guide outlines the process for linking your QuickBooks account with Anrok. This will allow you to automatically synchronize transactions and update sales tax to your QuickBooks invoices.

 

Before you begin, click here to take a look at how the Anrok & QuickBooks integration works 

Integration architecture

From a high-level perspective, Anrok is a tool used to determine the taxability of a transaction and appends the local sales tax rate to the transaction if applicable. In addition, the platform helps track nexus exposure by aggregating all transactions in a given jurisdiction and comparing it against the relevant state thresholds. Other benefits include managing registration, returns, and remittance.

The diagrams below depict the key Anrok integration touch-points in a typical transaction.

Transaction example

Quickbooks_billing_enterprise_transaction.jpg

  1. Invoice creation: the billing team creates and saves an invoice in QuickBooks. 
  2. Calculate and record tax: QuickBooks notifies Anrok of the updated invoice and sends all relevant information for tax calculation - including the products sold and customer address. Anrok calculates the relevant tax amount and updates the QuickBooks invoice using the QuickBooks API. You can continue to update items on the invoice and tax will be updated accordingly in both QuickBooks and Anrok.
  3. Payment: sellers are required to remit sales tax to a state upon invoice, not receipt of payment. Anrok is not in the integration flow of payment.

Checklist

Below is a checklist of steps that should be followed during the Anrok integration process.

  1. Provide Anrok with the Product IDs and Webhook Verification Token, then complete the OAuth 2.0 authorization process.
  2. Test the integration in the QuickBooks test environment.

 

 

Step 1 – Connect to QuickBooks

The first step of integrating with QuickBooks will be connected directly to your account within Anrok. During this process, you will be required to align your accounting time zone and provide the necessary credentials associated with your QuickBooks account.

Try connecting to QuickBooks in the demo above ☝️

  1. In the Anrok app CleanShot 2023-07-20 at 12.02.21@2x.png, go to Data sources. Take me there!
  2. Select Integrate system, then under Accounting time zone, select the time zone that matches your QuickBooks account (or select UTC if you don't know which time zone to select).
  3. Under Data source, select QuickBooks.
  4. When prompted, click Connect to QuickBooks, then sign in with your QuickBooks credentials and complete the two-factor authentication.
  5. Once you see "anrok_connect_checkmark.png You are now logged into QuickBooks”, click Connect.

 

 

Step 2 – Add your QuickBooks products and services as product IDs

In Anrok, your QuickBooks products and services will be called product IDsProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.
CleanShot 2023-08-17 at 11.17.48@2x.png
Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product.. These product IDs are the key driver for calculating taxability. It's important that you add your QuickBooks products and services into Anrok. See What are product IDs?

Try adding your QuickBooks products in the demo above ☝️

  1. Under New products detected, select a corresponding Product type and Tax category for each product detected. See Select a tax configuration.
  2. If you'd like to assign a Product type and Tax category to multiple products at once, click the checkbox  anrok_checkbox.png  next to each product, then select Batch assign.
  3. When you are finished, scroll down and click Add products.

 

 

Step 3 – Import your QuickBooks transactions

Now that you've assigned all your product IDsProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.
CleanShot 2023-08-17 at 11.17.48@2x.png
Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product., you can now begin importing your historical transaction from QuickBooks into Anrok.

Try importing your QuickBooks transactions in the demo above ☝️

  1. Under Select transactions to import, select one of the following options:
    • Import all past transactions — all transactions will be imported into Anrok. This will result in a complete picture of your economic nexus exposure.
    • Import transactions from a specific date — some past transactions will not be imported into Anrok. This may result in an incomplete picture of your economic nexus exposure to date.
    • Continue without importing past transactions — none of your historical transactions will be imported into Anrok. This may result in an incomplete picture of your economic nexus exposure.
  2. Select  Import transactions (or Mark as finished depending on your  previous selection).
  3. When your transactions have finished importing, select Mark complete.

 

 

Before you begin creating and editing invoices, you will need to make sure QuickBooks has been properly configured for tax calculation. Check out how to configure your QuickBooks account.

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