The default tax mode for QuickBooks. TRAEDE sends each invoice line with a tax code from your accounting rules, and QuickBooks applies its own tax engine to calculate the final tax amount.
Prerequisites
- The QuickBooks app installed and connected in TRAEDE.
- Tax codes configured in your QuickBooks Online company.
- Tax mode set to Use Quickbooks built-in tax engine (this is the default).
Setup
Step 1: Verify the tax mode
- Go to App Store → Quickbooks → Settings.
- Under Invoices, confirm Tax mode is set to Use Quickbooks built-in tax engine.
Step 2: Configure tax codes in accounting rules
- Go to Settings → Accounting settings.
- For each accounting rule, set the VAT code to match a tax code in your QuickBooks company.
- Click Save.
Important: The VAT codes you select must exist in your QuickBooks company. If a tax code does not match, QuickBooks will reject the invoice.
How it works
- When an invoice is booked and synced to QuickBooks, each line is sent with the tax code from the matching accounting rule.
- QuickBooks applies its tax engine using those tax codes, combined with customer and address information.
- The final tax amount is read back and recorded on the invoice in TRAEDE.
This mode is the simplest to set up since it relies entirely on QuickBooks for tax calculation. The tax codes in your accounting rules are the only configuration needed on the TRAEDE side.
When to use this mode
- You rely on QuickBooks for all tax calculation and do not use Avalara AvaTax.
- You have Shopify US orders with Pass through US VAT enabled (Shopify tax is passed through alongside the built-in engine).
- Your tax setup in QuickBooks already handles the tax codes and rates you need.
Related articles
- [LINK: QuickBooks invoice sync and tax modes — overview of invoice sync and the available tax modes]
- [LINK: Avalara US sales tax — alternative tax mode using Avalara AvaTax for US B2B orders]
- [LINK: Shopify US sales tax pass-through — how Shopify-calculated tax works with the built-in tax engine]