QuickBooks FAQ

Overview

Once you’ve connected QuickBooks to Anrok and completed the QuickBooks setup process, we understand you may encounter situations you haven't experienced before — which can bring about a few questions. Let's work through some of these commonly asked questions together.

How should I configure QuickBooks for Anrok?

For consistent and successful tax calculation from Anrok, the following considerations should guide any changes to your QuickBooks configurations: 

1. Do not delete the Anrok zero tax rate from your Sales Tax Settings. 
2. Ensure the Tax Agency associated to the Anrok zero tax rate remains an active agency.
3. Always select Anrok zero tax rate on individual invoices. 

What QuickBooks Sales Tax Settings are required for Anrok?

When Anrok integrates with QuickBooks Online, the integration requires the Anrok zero tax rate and its associated Tax Agency to remain active in QuickBooks at all times. This ensures the Anrok tax engine can provide accurate tax rates for all transactions in QuickBooks.

Review your Sales Tax Settings page in QBO to ensure your current tax settings align to Anrok's required configuration. 

1. In the QuickBooks app, go to Sales Tax Settings. Take me there! 
2. Under Custom Rates, locate the Anrok zero tax rate and identify the tax agency associated with that rate. In the example below, the associated Tax Agency is Alaska, Tenakee Springs:
   
    
3. Under Tax Agencies, confirm that tax agency is active in QuickBooks. 
   • In this example, Alaska, Tenakee Springs is active. California Department of Tax and Fee Administration is marked inactive.
4. Confirm that all other state Tax Agencies are inactive. 
   • To mark an agency as inactive, select the down arrow to the right of the Tax agency line > select Make inactive from the selections that appear. 
     
      

Reviewing and confirming these settings will ensure Anrok is your tax engine and can provide accurate tax treatment for all QuickBooks transactions. 

Why do I see multiple Anrok tax rates in my QuickBooks account?

When Anrok integrates with QuickBooks Online, the integration requires the Anrok zero tax rate and the associated tax agency to remain active for the duration of the integration. 

In addition to the Anrok zero tax rate, other Anrok rates will be visible in the Quickbooks Custom rates list, like the 4% rate demonstrated here:

These rates are generated automatically by your Anrok integration and require no action or maintenance by your team.

How can I route collected sales tax to a specific account in QBO? 

All transactions using the Anrok tax engine will be recorded in a singular QuickBooks account. This is the account for the Agency associated with your Anrok zero tax rate. You can find the Agency account used for your Anrok integration under Custom rates in the Tax Settings page. Take me there!

In the example below, the Agency is Alabama Department of Revenue:

If you have an existing Other Current Liabilities Account that you use for reconciliation or record keeping, you can make the Anrok Agency account a sub-account for your existing reconciliation account. To do so: 

1. In the QuickBooks search bar, type Chart of Accounts.
2. In the Chart of Accounts, locate the Agency account identified in Step 2.
3. To the right of that Agency record, select View Register > Edit. In the pop-up modal that appears:
   • check the checkbox for Make this a subaccount.
   • select your existing account used for reconciliation from the dropdown. In this example, the parent account is Other Tax.
     
4. Click Save.

All Anrok transactions will continue to be recorded in the Agency account identified in Step 2. Now that it is a subaccount of your existing account, the transactions will flow upward to the parent account for record keeping and reconciliation.

If you'd like to configure the QBO Account used by Anrok to something other than the default Agency shown in Tax Settings, please submit this form and our team can help configure a different account. 

How does Anrok process QuickBooks credit memos and refund receipts?

Anrok's Quickbooks integration assesses taxability for your transactions by taking into account Credit Memos & Refund Receipts. The following is intended as a guide to help you understand the tax implications for each of these. 

Credit Memos & Refund Receipts

Both Credit Memos and Refund Receipts are treated as separate transactions from original invoices in Quickbooks, and they will be reflected in Anrok in the same way. Line items on each of these will indicate the original items that are being credited or refunded, so it's important to include the relevant products so that Anrok knows how the tax amount collected originally should be adjusted.

Anrok treats both scenarios as negative invoices and will respond accordingly by adding negative tax amounts as a distinct line item. For this reason, Credit notes/memos are a required way of recording credits/refunds.

What types of transactions are supported in QuickBooks? 

Anrok will calculate tax for Credit Memos, Refund Receipts, Invoices (including recurring Invoices), and Estimates for QuickBooks accounts integrated to Anrok after August 2025.

Estimates are not included on returns or in-app reports within Anrok. All other transaction types listed are ingested into Anrok and available for review and returns in-app.

If your QuickBooks account was integrated to Anrok prior to August 2025, Anrok can enable tax calculation for Estimates upon request. If your company needs additional transaction-type support, please submit this form to learn how Anrok may be able to support your billing needs. 

Does Anrok integrate with QuickBooks sandboxes?

Anrok does not integrate with QuickBooks Online sandboxes at this time.

If you have a production Quickbooks account that you would like to use exclusively as a testing environment for your company, submit this form to see how we can support your testing goals. 

Why is my invoice's tax amount showing as $0.00 in QuickBooks?

Confirm that you've selected Save and close instead of Review and send in QuickBooks.

For Anrok to calculate sales tax, the invoice must first be sent to Anrok by Quickbooks. The invoice is sent to Anrok immediately after you click Save at the bottom of your QuickBooks invoice.

While the Anrok tax calculation is usually instant, there are rare occasions where QuickBooks will send the invoice to your customer before it is sent to Anrok if you select Review and send. This can cause a tax collection discrepancy where the calculated tax amount does not match the amount collected by the customer.

For that reason, we suggest selecting Save and close on all invoices.

The invoice will appear on your Anrok Transactions page after it has been sent to Anrok — along with the customer and product/service information, the calculated tax amount, and the jurisdiction's return period.

Check if the accounting date is before the jurisdiction's tax collection start date in Anrok.

If you've confirmed that the invoice has been saved and is present on your Transactions page, there is a chance that the accounting date listed is before your tax collection date. To check a jurisdiction's tax collection start date:

1. In the Anrok app , go to Jurisdictions. Take me there!
2. Select the Remitting tab, then select the jurisdiction.
3. Under Jurisdiction details, review the Tax calculation state date.

Why did I receive a "Something's not quite right" error when I saved my invoice in QuickBooks?