Managing your QuickBooks Online Product Catalog in TaxCloud

Use the Product Catalog to make sure that the integration returns the most accurate sales tax rates for your QuickBooks Online products and services.

What is the TaxCloud Product Catalog?

The Product Catalog is a feature that allows you to set up Taxability Information Codes (TICs) for the products that you sell. This ensures that TaxCloud can calculate the most accurate sales tax rates for your products.

How the Product Catalog works with QuickBooks Online

Your products and services automatically appear in the product catalog after you connect TaxCloud to your QuickBooks Online account. It is your responsibility to add the appropriate TICs to your products, if applicable.

• New products are automatically pulled in.
• Updates are automatically detected and synced.
• Deleted products are not removed from the catalog, but have "(deleted)" appended to their names.

Setting TICs for your products in the product catalog

As a best practice, you should set TICs for your products unless you are sure no special tax rules apply to them in the tax jurisdictions where you sell products and services.

Adding or updating a TIC for an individual product

To set or modify the TIC for a product:

1. In TaxCloud, navigate to your QuickBooks Online integration.
   1. Go to the Integrations page.
   2. Click the QuickBooks Online integration.
2. Click the Products tab.
3. Locate the product that you would like to update. You can search by product name to find the product.

4. Click the overflow menu on that product, then select Edit Product.

   

5. Search for and select the appropriate TIC.

   

6. Click Save.

Adding or updating product TICs in bulk

If you need to set TICs for many products, it may be faster to export your product catalog to CSV file, set the TICs in the file, and then upload the the updated file. This will update the TICs for those products at once.

1. In TaxCloud, navigate to your QuickBooks Online integration.
   1. Go to the Integrations page.
   2. Click the QuickBooks Online integration.
2. Click the Products tab.

3. Click Export.

   

4. Edit the CSV file in a spreadsheet applications or text editor.
5. Add TICs for the necessary products.
6. Save the file as a CSV. Do not save the file as a different format.
7. In TaxCloud, click Upload from CSV and select your updated CSV file.

The system uses the TICs you specified in the CSV file. Product IDs and names will not be updated.