QuickBooks Online

Features and Benefits

1

Secure Access to your QBO Account

Seamless access directly from EXEMPTAX into your QuickBooks Online account.

The secure OAuth2 authentication protocol allows you to link your QBO account in seconds.

2

Import your Customer Records

Seamlessly import your customer records from your QuickBooks Online account into EXEMPTAX.

In addition, you are in full control to select your account preferences.

3

Automate your Taxable Status in QBO

Once your customer records have been successfully imported and synced, your QBO account will display automatically whether your customer is taxable or not.

4

Access your Certificates directly in QBO

To make things easier for you, you also will be able to access all tax exemption certificates stored in EXEMPTAX for your synced customers directly in your QBO account.

5

Minimize your Tax Exposure

EXEMPTAX provides you with a holistic view on your tax exposure.

Simply run your Exposure report in EXEMPTAX periodically to understand which of your customers don’t have a valid exemption certificate on file.