📋 Requirements
Before you begin, make sure:
You have access to Buildern.
Your QuickBooks Online account is connected to Buildern.
You have permission to manage Taxes and Accounting Integration.
Understanding Tax Rate Synchronization
Tax Rates can only be synchronized when the Use Taxes in the System option is enabled in Company Settings → Finance → Taxes.
Buildern Tax Rates synchronize with Custom Tax Rates in QuickBooks Online.
Option 1: Sync Tax Rates During QuickBooks Online Integration Setup
Tax Rates can be synchronized during the initial QuickBooks Online integration setup or later through the Accounting Integration settings.
To sync Tax Rates during setup:
Navigate to Company Settings → Accounting Integration.
Connect your QuickBooks Online account.
Complete the integration setup process.
When prompted, open the Sync Taxes step.
The synchronization window contains two tabs:
QuickBooks Online to Buildern
Buildern to QuickBooks Online
For each Tax Rate, you can choose one of the following options:
Not Matched - The Tax Rate will not be linked or synchronized.
Create New - Creates a new Tax Rate in the destination system and automatically links it.
Select Existing - Links the Tax Rate to an existing record in the destination system.
After reviewing your mappings, click Save.
💡 Tip - Review all mappings carefully before saving to avoid creating duplicate Tax Rates across platforms.
If you did not complete Tax synchronization during the initial setup:
Navigate to Company Settings → Accounting Integration.
Open the QuickBooks Online integration.
Click Sync Taxes.
Complete the synchronization process using the same steps described above.
Option 2: Sync Tax Rates from Tax Settings
You can also synchronize Tax Rates directly from the Taxes page.
To access the synchronization settings:
Click the Settings icon.
Navigate to Finance → Taxes.
Click Sync in the upper-right corner of the page.
The Sync Taxes window will open, providing the same synchronization options and mapping functionality described above.
Configure the desired mappings and click Save.
The Sync column on the Taxes page displays the synchronization status of each Tax Rate. Tax Rates that are successfully linked to QuickBooks Online display the QuickBooks Online icon.
Clicking the icon opens the corresponding Tax Rate directly in QuickBooks Online, allowing you to quickly review or manage the synced record.
This feature is designed to simplify your day-to-day operations and improve productivity.
Happy Building!