Overview
If you use Payables to track spending in your business, you can map sales tax and shipping on bills to general ledger (GL) accounts to ensure accuracy when you export to your accounting software.
Who uses this feature
Administrators, managers, and accountants
Account configuration is required to use this feature. Please contact Technical Support for details.
The Purchasing Module is required to use this feature.
Permission is required to use this feature. Please contact the account administrator on your team.
Note: If your account is connected to Intacct, then this mapping is only required for non-PO bills that are created directly from the Accounting > Bills screen (instead of bills converted from a receipt).
Things to know
If you haven't already enabled Payables, see Set up Accounts Payable.
To map non-item costs on bills to general ledger accounts, see Map non-item costs on bills to general ledger accounts.
If you use the Purchasing Module, Purchasing appears in the main navigation bar and in the side panel.
If you use the Inventory Module, Inventory appears in the main navigation bar and in the side panel.
If you are integrated with QuickBooks, make sure the Description field on the Tax and Shipping items in QuickBooks is empty.
Map sales tax and shipping on bills to GL accounts
Go to the navigation bar and click Settings
.In the side menu, click Purchasing or Inventory, then click Configuration.
Inventory Configuration opens.Click the Purchasing tab.
Go to the General Ledger Account Mapping section and click Setup GL Account Mapping.
The Map General Ledger Accounts pop-up opens.From the Shipping dropdown, select the GL account to be impacted by shipping when the bill is exported.
From the Tax dropdown, select the GL account to be impacted by tax when the bill is exported.
When you're finished, click Save and Confirm.
Note: To learn more about other settings in this screen, see Set up inventory configurations.
Want to learn more?
See Accounts Payable