QuickBooks Online Integration: How to Resolve a Missing Account or Product Code Error
Use this article to troubleshoot and resolve issues with your QuickBooks Online account configuration and get tax calculations working.
Missing account or product code error
When calculating taxes for an invoice, the following error message is displayed:
Could not find TaxCloud Sales Tax chart of account or product code. Please see setup instructions and try again. If the problem persists, please contact support for assistance.
Why does this error occur?
The TaxCloud integration for QuickBooks Online requires two items in QuickBooks Online; a sales tax product, and a sales tax payable account. If these items are not present in your QuickBooks Online account, the integration will not function.
For most customers, the TaxCloud integration for QuickBooks Online automatically creates these items during setup. However, automatic setup may fail if your QuickBooks Online account already has items that use the same names.
Resolving the issue
To fix the problem, check the Sales Tax Payable account and Sales Tax product to make sure they exist and are set up correctly.
Check the Sales Tax Payable account
- In the top-right corner of your QuickBooks Online account, click the gear icon (⚙).
- Under Your Company, click Chart of accounts.
Search for "sales tax payable".
- Use the following table to determine your next steps:
| Scenario | Next Steps |
|---|---|
| Sales Tax Payable account already exists | Confirm the account is set up correctly. |
| Sales Tax Payable account doesn't exist | Create a Sales Tax Payable account |
Confirm the Sales Tax Payable account is set up correctly
- Edit the Sales Tax Payable account — In the Action column, click the down error and then click Edit.
- Confirm that the your Sales Tax Payable account is set up to match the image and table below:
Account configuration values:
| Field | Value |
|---|---|
| Account name | Sales Tax Payable |
| Account type | Other Current Liabilities |
| Detail type | Sales Tax Payable |
Use the following table to determine your next steps:
| Scenario | Next Steps |
|---|---|
| Sales Tax Payable account matches image and table | You're good! Move on to Check the Sales Tax product. |
| Sales Tax Payable account does not match image and table | Rename this account to avoid collisions, then create a new Sales Tax Payable account that matches the values shown above. |
Create a new Sales Tax Payable account
- From the Chart of accounts page, click New.
- Set up the account to match the values shown above.
- Save your changes.
Check the Sales Tax product
- In your QuickBooks Online account, go to Sales > Products & services.
Search for "Sales Tax".
- Use the following table to determine your next steps
| Scenario | Next Steps |
|---|---|
| Sales Tax product already exists | Confirm the product is set up correctly |
| Sales Tax product doesn't exist | Create a Sales Tax product |
Confirm the Sales Tax product is set up correctly
- Edit the Sales Tax product — In the Action column, click Edit.
- Confirm that the your Sales Tax product is set up to match the image and table below:
Product configuration values:
| Field | Value |
|---|---|
| Type | Service |
| Name | Sales Tax |
| SKU | TXC-SALES-TAX |
| I sell this product/service to my customers | Checked |
| Sales price/rate | 0.00 |
| Income account | Sales Tax Payable |
| Sales tax | Taxable - standard rate |
| I purchase this product/service from a vendor | Unchecked |
Use the following table to determine your next steps:
| Scenario | Next Steps |
|---|---|
| Sales Tax product matches image and table | You're good! You can try to calculate sales tax again. |
| Sales Tax product does not match image and table | Rename this account to avoid collisions, then create a new Sales Tax product that matches the values shown above. |
Create a new Sales Tax product
- From the Products and Services page, click New.
- Set up the account to match the values shown above.
- Save your changes.
Try calculating sales tax again
Now that you've corrected the Sales Tax Payable account and Sales Tax product, you're ready to try calculating tax again. If you still encounter the error, please reach out to our Support Team for assistance.