QuickBooks Invoicing Requirements

Support

March 17, 2026 21:16

Introduction

Now that you've integrated Anrok & QuickBooks, you are ready to start adding tax to your invoices. When creating and editing invoices, follow this checklist on every invoice or recurring transaction template to set your company up for success with Anrok.

Invoice checklist

Below is a checklist of what Anrok looks for when calculating tax on an invoice. To make sure tax is calculated and applied as expected, include the following information on all your invoices to ensure that your invoices can be ingested by Anrok.

Provide a valid customer address — Providing the customer's complete address is essential for Anrok to determine what jurisdiction your customer is located in. Since taxability in a jurisdiction can differ by zip code, city, state, and country, we suggest being as detailed as possible when inputting your customer's address information.

Tip

The hierarchy for billing address information is Shipping address > Billing address > Payment method metadata. When any shipping address is provided, it will be prioritized by Anrok as the customer's applicable address.
Add an issue date and due date — Selecting an issue and due date allows Anrok to determine whether the invoice is dated before or after your tax collection date within a given jurisdiction. It allows Anrok to determine which return to include the transaction within for filing.
Select the tax checkbox on all invoice lines — For Anrok to receive the invoice, all products and services on the QuickBooks invoice must be marked as taxable.

Tip

Select the checkbox for every line on the invoice to mark it as taxable. What if the product or service is not taxable? Then, update the corresponding Product ID in Anrok to a non-taxable product type. If the customer is tax-exempt, add the customer tax exemption certificate to the customer's profile in Anrok instead.
Confirm that "Anrok zero tax rate" is the selected tax rate — In order for Anrok to apply its calculated tax onto your invoice, select the Anrok zero tax rate (0%) from the tax rate dropdown. Doing so ensures that no tax rate outside of Anrok will attempt to block Anrok's tax calculation.
(Optional) Add a VAT ID — Adding a VAT ID to your customer's invoices is essential for tracking international economic nexus exposure. Anrok can use your customer's VAT ID to verify an invoice's taxability in a given country/region. Review this guidance to add a VAT ID custom field to invoices in QBO.

Create and edit an invoice

Here is our recommended workflow for creating and editing invoices in QuickBooks. These tips can help ensure tax is reflected correctly within Anrok and in your billing system.

Try creating a new invoice in the demo above ☝️

In the QuickBooks app , go to a new or existing invoice.
Under Customer, add a new customer or existing customer.
Under address, include the following information:
- Zip code
- City
- State
- Country code
Select an Invoice date and a Due date.
If needed, under customer_tax_id, enter the customer's VAT ID.
Under PRODUCT/SERVICE, add the products and services being purchased.
Under Tax, select the checkbox on every line item.
- Reminder: all products and services on the QuickBooks invoice must be marked as taxable for Anrok to receive the invoice.
Under Select tax rate, select Anrok zero tax rate (0%).
When you are finished, click Save and close.
Reload the invoice to view Anrok’s updated tax amount.

Note

Now that your Anrok & QuickBooks integration is complete, feel free to explore our QuickBooks FAQ article or submit this form if you need any extra support or guidance.

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