We're seeing an issue where invoices synced from FieldPulse to QuickBooks Online are coming through with the wrong tax rate. In FieldPulse, we have a 7.25% rate configured for California jobs, but QBO is applying 8.75% instead. This is creating discrepancies on every invoice and my finance team is having to manually adjust each one.
I checked the tax rate mapping in the integration settings and it looks correct on our end. The sync is going through without errors, so I'm not sure where the breakdown is happening.
Has anyone else run into this? Need to get this resolved before our next billing cycle.
Heads up on this — the API approach Priya mentioned works, but there's a gotcha. The mapping_id isn't the same as the tax rate ID. You'll need to call GET /v1/integrations/quickbooks/tax_mappings first to get the actual mapping IDs, then update each one.
I ran into this last month automating a similar setup. Worth noting that changes to tax mappings don't retroactively fix already-synced invoices, so you'll still need to clean those up in QBO manually.
YMMV but the API call sequence that worked for me was: list mappings → filter to the ones with default agency → update each with the correct agency/rate combo.
Heads up on this — the API approach Priya mentioned works, but there's a gotcha. The mapping_id isn't the same as the tax rate ID. You'll need to call GET /v1/integrations/quickbooks/tax_mappings first to get the actual mapping IDs, then update each one.
I ran into this last month automating a similar setup. Worth noting that changes to tax mappings don't retroactively fix already-synced invoices, so you'll still need to clean those up in QBO manually.
YMMV but the API call sequence that worked for me was: list mappings → filter to the ones with default agency → update each with the correct agency/rate combo.
