This is a reference for every field in the plugin's Settings window and when to change it. The defaults work for most QuickBooks Desktop businesses — read this when you have a specific reason to customize something.

This is a reference for every field in the plugin's **Settings** window and when to change it. The defaults work for most QuickBooks Desktop businesses — read this when you have a specific reason to customize something.

## Open the Settings window

Right-click the **TaxCloud** icon in the system tray (near the clock) and choose **Open Settings**.

The window has a **Settings** tab (all the fields below) and a **Capture History** tab (a read-only list of recent capture activity, handy for troubleshooting). **Save** and **Cancel** are pinned to the bottom.

## Connection

 ![Connection section of the Settings window](https://support.taxcloud.com/api/attachments.redirect?id=f8ce74fc-ece4-460e-93c6-1f01f27d27d2 " =1904x248")

**API Key** — the TaxCloud API key for your connection (from **[Set up your TaxCloud account](https://support.taxcloud.com/en-us/articles/set-up-your-taxcloud-account-for-quickbooks-desktop-qPQgfTk5ES)**). After you save it, the field shows a masked value and a **Replace** button; the key is stored encrypted on your PC and never written back in plain text.


:::info
If you click **Replace**, paste a new key, then click **Cancel**, the new key is discarded. Click **Save** to keep it.

:::

**Connection ID** — the ID of your TaxCloud connection. If you have more than one connection (for example, one per legal entity), use the one tied to this company file.

**Customer Reference** — which QuickBooks customer field the plugin uses as the customer ID when sending orders to TaxCloud: **ListID** (the stable QuickBooks-internal ID — the default), **Account Number** (to reconcile across systems), or **Name** (the customer's FullName). If the chosen field is blank on a customer, the plugin falls back to ListID. This matters for exemptions: an exemption certificate in TaxCloud must be filed under the **same** identifier the plugin sends, so if you change this after you've been running, existing certificates may no longer match. See **[Mark a customer tax-exempt](https://support.taxcloud.com/en-us/articles/mark-a-customer-tax-exempt-in-quickbooks-desktop-zo7zb1LeKW)**.

## Sync options

 ![Sync options section of the Settings window](https://support.taxcloud.com/api/attachments.redirect?id=544f41b0-a07e-4ba3-a810-d5a4c9a05504 " =1840x796")

These control which QuickBooks transactions the plugin sends to TaxCloud.

**Sync Invoices** *(on by default)* — send every saved invoice to TaxCloud for tax calculation and filing. Turn off only if you use TaxCloud for sales receipts but not invoices (rare).

**When to capture invoices for filing** — controls *when* TaxCloud records an invoice for remittance:

* **On invoice creation (accrual)** — recorded the moment you save the invoice, regardless of payment. Right for accrual-basis filers.
* **When the customer pays (cash)** — recorded the first time any payment lands against the invoice, including a partial payment. Right for cash-basis filers.

If you're not sure, check what your bookkeeper files on. Most QuickBooks Desktop businesses are on accrual.

**Capture only finalized invoices** — when on, the plugin captures an invoice for filing only once it's final. Use this if you build invoices as QuickBooks **Pending** (non-posting) drafts: pending invoices are skipped (they show as skipped in **Capture History**) and capture automatically after you choose **Edit → Mark Invoice as Final** and save. Only invoices are affected — sales receipts and credit memos are always captured.

**Capture skip rules** — skip the TaxCloud capture for invoices that match a rule, so you avoid double-recording when another system also feeds the same sales into TaxCloud. Each rule tests a regular expression against one QuickBooks invoice header field (**RefNumber**, **PO Number**, **Memo**, or a custom field); rules are checked top to bottom and the first match wins. **Tax is still calculated on the QuickBooks invoice — only the send to TaxCloud is skipped.**

 ![Customer Reference, Capture Skip Rules, and Capture Only Finalized Invoices settings](https://support.taxcloud.com/api/attachments.redirect?id=8cb898cc-df0d-4453-8505-a1991cfa62eb " =1834x1300")

**Sync Credit Memos** *(on by default)* — send every saved credit memo to TaxCloud as a refund, reducing your collected tax. The basis setting above doesn't apply to credit memos — a refund reduces tax whether you're on accrual or cash. Leave on unless you have a specific reason to manage refunds separately.

**Sync Sales Receipts** *(on by default)* — send every saved sales receipt and record it for filing immediately. Sales receipts are sale-plus-payment, so the basis setting doesn't apply.

**Unmapped tax-code notifications** — how the plugin tells you when an item is missing a product tax code (TIC). Options: **Do nothing** (default — the item still syncs using your connection's default code), **Balloon** (a passive tray notification), or **Popup** (a window that lets you assign codes on the spot). See **[Assign product tax codes (TICs)](https://support.taxcloud.com/en-us/articles/assign-product-tax-codes-tics-in-quickbooks-desktop-KPkDQ5U14K)**.

## Sync scheduling

 ![Sync scheduling section of the Settings window](https://support.taxcloud.com/api/attachments.redirect?id=d722b7bc-5543-408b-bf50-5f0ebd459b3b " =1862x300")

**Enable Sync** — master on/off for the background sync engine. When off, the plugin keeps running but sends nothing to TaxCloud. Useful for pausing without uninstalling.

**Real-time Sync vs. Auto Sync:**

* **Real-time Sync** *(recommended)* — syncs each transaction as you save it, so tax appears in QuickBooks and TaxCloud within seconds.
* **Auto Sync** — syncs on a fixed schedule (you set the interval in minutes). Useful for throttling API traffic on a slow connection.

**Run Sync Now** — triggers a one-time sync immediately, regardless of the schedule. Handy after changing a setting or restoring a backup.

## Logging

 ![Logging section of the Settings window](https://support.taxcloud.com/api/attachments.redirect?id=12fe44c4-206d-43b1-bf90-d8c51d6ef037 " =1866x322")

**Enable Logging** *(on by default)* — keep this on; without logs, diagnosing an issue is much harder.

**Log Level** — how detailed the log is: **Error** (default), **Warning**, **Info**, or **Debug**. Support may ask you to switch to **Debug** to reproduce an issue, then switch back.

**Log File Location** — where the log is written. **Browse…** changes it; **Open Location** opens the folder. If you change it, make sure the new folder is writable.

## Export and import tools

 ![Export and import tools section of the Settings window](https://support.taxcloud.com/api/attachments.redirect?id=add9f956-1d8e-4bf8-b6ad-a5e26bbd370b " =1932x1214")

**Export Transactions** — pick a date range and export the invoices, credit memos, and sales receipts in that window to a CSV + JSON bundle. Useful for reviewing what the plugin would send, or for an audit record. The export honors your current basis setting.

**Export Items / Import Item TICs** — round-trip your product tax codes in bulk: **Export Items** writes a CSV of every item and its current tax code; fill in the codes; **Import Item TICs** writes them back. Safe to re-run. See **[Assign product tax codes (TICs)](https://support.taxcloud.com/en-us/articles/assign-product-tax-codes-tics-in-quickbooks-desktop-KPkDQ5U14K)**.

**Backfill Historical Transactions** — push past invoices, credit memos, and sales receipts to your TaxCloud dashboard so historical transactions show up for filing alongside live ones.


1. Pick a **From** and **To** date (defaults to January 1 of this year through today).
2. Click **Run Backfill**.
3. A confirmation dialog restates the range and reminds you that **your QuickBooks invoices are not modified**. Confirm to proceed.
4. A progress bar shows how many transactions have processed. You can **Cancel** at any time.


:::info
Backfill never changes your QuickBooks invoices — it only records the transactions on the TaxCloud side for filing. Ranges over 12 months add an extra warning so you don't accidentally queue years of history.

:::




TaxCloud QuickBooks Plugin settings reference

Updating to TaxCloud's new Shopify App (June 2024)

Shopify Order Import in TaxCloud

Shopify Reporting FAQ

Connecting TaxCloud to Shopify

How to Mark Customers Tax Exempt in Shopify

Keeping your TaxCloud and Shopify collection states in sync 

Shopify

Why do my TaxCloud orders have Fallback rates in BigCommerce?

Connecting TaxCloud to BigCommerce

Marking a Customer Exempt in BigCommerce

Upgrading from the Legacy BigCommerce Integration

BigCommerce

How to connect my Odoo store to TaxCloud

How to Connect my TaxCloud Account to Odoo Sale (Loyalty)

How To Connect my TaxCloud Account to Odoo Sale (Loyalty) - Delivery

How to Connect my TaxCloud Account to Odoo eCommerce

How to Connect my TaxCloud Account to Odoo Sale

How to Connect my TaxCloud Account to Odoo Amazon/TaxCloud Bridge

How to Connect my TaxCloud Account to Odoo TaxCloud & Subscriptions

Upgrading TaxCloud Modules in Odoo

Odoo

Connecting TaxCloud to WooCommerce

Enabling Exemptions In TaxCloud for WooCommerce

How to Configure WooCommerce Order Capture Behavior with TaxCloud

Understanding WooCommerce Integration Modes

How to Download Debug Logs in TaxCloud for WooCommerce

How to Enable Rate Limiting in TaxCloud for WooCommerce

WooCommerce

Troubleshooting QuickBooks Online Tax Calculation Errors

QuickBooks Online Integration: How to Resolve a Missing Account, Product Code, or Sales Tax Item Error

Managing your QuickBooks Online Product Catalog TICs in TaxCloud

How the QuickBooks Online Integration Works

How to Fix QuickBooks Online Line Items Showing No Tax (TIC 99992)

Preparing Your Invoice for Accurate Tax Calculation

Calculating Sales Tax on QuickBooks Online Invoices

Managing Invoices with Multiple Payments in Quickbooks (Real-Time Integration)

Calculating Sales Tax on QuickBooks Online Sales Receipts

Calculating Sales Tax on Estimates

Calculating Sales Tax on Credit Memos

Calculating Sales Tax on Refund Receipts

Managing Exempt Customers in TaxCloud for QuickBooks Online

Changing the Sales Tax Display Mode for QuickBooks Online

Connecting TaxCloud to QuickBooks Online

Reconnecting the QuickBooks Online integration after auth invalidation

QuickBooks Online

Connecting TaxCloud to Adobe Commerce or Magento

Marking Customers Exempt in Adobe Commerce

Adobe Commerce & Magento

Connecting TaxCloud to Chargebee

Chargebee

Connecting TaxCloud to Miva

Miva

Building a direct API integration with TaxCloud

Video: How to add or disable an integration

How to Add and Manage Integrations in TaxCloud

Reviewing and Submitting an Exemption Certificate

Building a custom API connection with TaxCloud

General Integrations

Connecting TaxCloud to Stripe

How to Mark Customers Tax Exempt in Stripe

Stripe

CSV Upload

Set up your TaxCloud account for QuickBooks Desktop

Install the TaxCloud QuickBooks Plugin

Calculating and capturing tax in QuickBooks Desktop

Assign product tax codes (TICs) in QuickBooks Desktop

Mark a customer tax-exempt in QuickBooks Desktop

Troubleshooting the TaxCloud QuickBooks Plugin

Keeping the TaxCloud QuickBooks Plugin updated

Migrating to TaxCloud from Avalara or another tax tool (QuickBooks Desktop)

QuickBooks Desktop

Integrations

Getting Started

Account and Billing

Plans and Pricing

TaxCloud's APIs

General

Exemptions and Certificates

Support and Resources

State Notices and Licenses

Transactions and Reporting

Filing and Compliance

Tax Concepts

TaxCloud Onboarding Webinars

What is TaxCloud's Premium Trial?

How to Set Up and Manage Locations

How to Take Your Integration Live

Preparing For Onboarding

How to add/remove a contact from your TaxCloud account.

How to Update My New Business Address With The States?

Best Practices for your TaxCloud Account

Verify Your TaxCloud Account is Complete for Calculations

How to Enable & Disable Tax Collection in a State

How do I reset my Password?

Video: How to complete your TaxCloud Business Profile

How to Use Multi-Account Login

How to Close Your TaxCloud Account and Cancel Subscription

I have a new EIN. How does that impact my TaxCloud account?

TaxCloud Account Lockout Policy

How to change the email address on your TaxCloud account

Account Management

How to create a TaxCloud account?

Account Setup

How can I get a copy of my TaxCloud invoice receipt?

How Payment Methods Are Used For Billing and Tax Funding

How do I change my default payment method?

How to Add a Payment Method in TaxCloud

Understanding Your Plans & Billing Page

Billing and Payments

Understanding the difference between TaxCloud Starter and Premium Plans

Changing your TaxCloud Subscription Plan

Fee Schedule: Understanding TaxCloud Fees

What are API calls and what do they do?

Where to Find Your API Credentials

TaxCloud System Status

What happens if I go over my allotment of orders or filings?

What's the difference between a lookup and an order?

Understanding the Minnesota Delivery Fee

How to Speak to a member of each state's DOR

Does TaxCloud collect the Colorado Retail Delivery Fee (CO RDF)?

How do I find my Merchant Number?

What Services Does TaxCloud Provide?

Is TaxCloud collecting Illinois Retailer's Occupation Tax (ROT)?

What is a multi-state id or sstid?

How do I confirm a rate with TaxCloud?

What is a voluntary seller?

How to Speak to a Member of Each State's Tax Authority or Department of Revenue

Can TaxCloud help with my State Income Taxes?

What are Home Rule States?

Understanding Nexus Threshold Calculations

How to Add an Exemption Certificate to TaxCloud

How to Upload Exemption Certificates in Bulk

What is an Exemption Certificate?

TaxCloud Audit Support Overview

How to contact TaxCloud?

Does TaxCloud Handle Sales Tax License Renewals?

Nebraska - Enforcement of Lien Notice

How to register in a new state and obtain my Sales Tax License

Louisiana State Sales Tax Rate Update

Florida Hunting, Fishing, and Camping Sales Tax Holiday (Sept 8 – Dec 31, 2025)

When To Forward a State Notice to Taxcloud

Arkansas - Excise, Waste Tire or Withholding Wage Tax

California - CDTFA Statement of Account

Colorado SUTS Filing Reminder Notices

Connecticut - Delinquency Notice

Florida - Credit Memo

Indiana - Notice of Proposed Assessment

Michigan - Business Taxes Registration Summary of Changes

New Jersey - Certificate of Registration

North Carolina - Certificate of Registration

Rhode Island - Failure to Renew

Tennessee - Notice of Overpayment

Texas - Notice of Tax/Fee Due

Texas - Sales & Use Tax Return Paper Form

Wyoming - License Certificate

When does TaxCloud pull my tax funding?

Understanding Tax Reports and Drilling Into Transaction Details

Does Washington B&O (excise) Tax Appear in Your TaxCloud Reporting?

Understanding the differences between TaxCloud Tax Reporting and Your Platform's Tax Reporting

Using the Download Center for Reports

Reporting

How to Import Partial Refunds via CSV

CSV Template Required Fields and Column Descriptions

When is the deadline to upload my transactions to TaxCloud?

Why are exempt sales taxing in my import?

What is TaxCloud's policy regarding Transaction import timing?

How to Upload Transactions via CSV

Uploading Transactions via CSV

Uploading Historical and Marketplace Transactions via CSV

Transactions: Import and Export

Transaction Timestamp Policy

How to Filter Transactions with Advanced Search

Managing your transactions

How to manually return a transaction in TaxCloud?

Can I edit a transaction?

How to View and Share Transaction Details

How to Locate a Transaction URL in TaxCloud

Transactions: Overview

Navigating Your Tax Dashboard

Understanding TaxCloud's Filing Costs & Filing Subscription

What are TaxCloud Filing Fees?

Understanding Your Tax Reporting Page

What does it cost for TaxCloud to file for me in non-SST states?

Does TaxCloud file Withholding Tax?

Filing: General

How to Request TaxCloud to Begin Filing Sales Tax Returns

How do I confirm my filings have been submitted in SST / Streamline member states?

How to Stop Filings with TaxCloud

How can TaxCloud assist with Filing?

Enabling Filing in TaxCloud (via Thresholds Page)

I just got a filing frequency change notice, what should I do?

How do I know if TaxCloud is filing for me in a state?

Why might my Direct Filing ACH be less than what TaxCloud is saying I collected.