How to Setup Non-Taxable Customers with QuickBooks Desktop

To make a non-taxable customer compatible with RouteStar please ensure the customer is assigned a 0% tax rate within QuickBooks by following the steps below.

 

Open/Edit the non-taxable customer in QuickBooks and navigate to the Sales Tax tab.

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Ensure the Tax Code is set to Non.

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Next we need to set the Tax Item to one that is set to exempt or 0%.

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If you don't see a tax item already created for this purpose go ahead and select <Add New> at the top and create a new sales tax item set to 0%.

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