Using QuickBooks Online Automatic Sales Tax with Inspect Point Invoices

If your company uses Automatic Sales Tax in QuickBooks Online, Inspect Point will respect that setting and calculate tax based on QuickBooks — not based on tax rules inside Inspect Point.

This article explains how the integration works and what you can expect to see on invoices. 

⚙️ How Automatic Sales Tax Works

When enabled, Inspect Point defers tax calculations to QuickBooks Online's Automated Sales Tax (AST) system.

This means:

• Tax is calculated based on the customer's location in QuickBooks
• The correct local tax rate is automatically applied
• Inspect Point does not override or manually calculate the tax rate
• Invoice totals will match between Inspect Point and QuickBooks

🔧 Required Setup

To use QuickBooks Automatic Sales Tax with Inspect Point:

Step 1: Configure the Customer in QuickBooks Online

Inside QuickBooks Online:

1. Create or edit the customer
2. In the Tax Rate section, ensure it is set to:
   • Automated Sales Tax (based on location)

Step 2: Enable Automatic Sales Tax in Inspect Point

Inside Inspect Point:

1. Go to Settings > Integrations > QuickBooks Online 
2. Toggle on Use Automatic Sales Tax

This will automatically save. This setting ensures Inspect Point will rely on QuickBooks to calculate tax.

📄 Creating an Invoice in Inspect Point

When you create an invoice in Inspect Point:

• Add materials, services, and/or line items
• Save the invoice
• Once saved, click 'Send to QBO' 

Inspect Point will:

• Automatically calculate tax using QuickBooks' Automated Sales Tax
• Apply the correct tax rate
• Display the tax total on the invoice

The tax rate is not determined by settings inside Inspect Point — it is calculated by QuickBooks.

👀 What You'll See in Inspect Point

Once the invoice has been created, you will see:

• Line item subtotal
• Calculated tax
• Final total

The math will reflect the Automated Sales Tax rate from QuickBooks.

💼 What You'll See in QuickBooks Online

When viewing the invoice inside QuickBooks Online:

• The same tax rate will appear
• The same tax amount will be calculated
• The math will match the invoice created in Inspect Point 

QuickBooks may not display the tax breakdown (for example, showing the specific percentage such as 8.7% and how it was calculated).

⚠️ Important Notes

• Inspect Point is not able to help with your QuickBooks account/settings. 
• Inspect Point does not calculate tax when Automatic Sales Tax is enabled.
• Tax is based entirely on QuickBooks' location-based automation.
• Invoice totals will remain consistent between both systems.
• Any tax display formatting on the QBO side, such as detailed rate breakdowns, is managed within your QuickBooks account, not Inspect Point.

If you experience discrepancies in tax calculations, verify:

• The customer is configured correctly in QuickBooks
• The Use Automatic Sales Tax toggle is enabled in Inspect Point
• The building is properly linked to the QuickBooks customer