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Edit amounts before exporting to QuickBooks

How to adjust extracted amounts in Datamolino before exporting to QuickBooks, for both VAT and US (no VAT) setups.

Written by Lubica Jakubac

How the Export Amount toggle works

Every document in Datamolino has an Export Amount setting that controls which amount is editable manually - Net or Total. The other amount is recalculated from the source value using the line's tax code.

You'll find the Export Amount toggle in the document detail. The view automatically reflects the data Datamolino captured from the document, but you can switch it to match how you want the document exported.

👉 Which view should I choose?

Choose a view that matches the captured data. If you switch to Total view but the Total wasn't captured (it shows 0.00), changing the tax code will result in the Net and Tax being recalculated to 0.00. Always start from the amount that was actually extracted.


Editing amounts for QuickBooks International (VAT)

For VAT-registered QuickBooks companies (everything outside the US), Datamolino always sends the Net amounts to QuickBooks with the matching tax code, and QuickBooks calculates the tax and total itself. Even if you selected Export amount: Total.


Editing amounts for QuickBooks US (no VAT)

For QuickBooks US companies, VAT/GST doesn't apply, and the tax flow is different. Datamolino treats every amount field as editable and uses a tax rate percentage instead of a tax code.

👉 How do I enter tax for a US document?

Enter the tax rate as a percentage on each taxable line item - the tax code dropdown is only used on sales invoices in the US flow. The Net, Tax, and Total are all editable.

👉 What gets sent to QuickBooks US on export?

Tax amounts are not sent to QuickBooks on export - QuickBooks US handles tax based on the tax rate % on each line. Once the document is exported, QuickBooks displays all amounts as Total (gross).

👉 How do I edit a US document step by step when tax isn't captured?

Use this sequence when the source document didn't have tax broken out in the line items:

  1. Enter the tax rate % on each taxable line item.

  2. Click Calculate Tax - this recalculates the Tax and Total amounts from the Net and the tax rate.

  3. Switch the Export Amount toggle to Total to confirm the figures match the source document.

  4. Click Export.


Practical tips when tax is or isn't captured in line items

The right workflow depends on whether Datamolino picked up tax on each line during extraction. Two short patterns cover most situations.

👉 What if Datamolino already captured tax in the items?

Make sure that all the amounts are correct (Net, Tax amount, Total) and that the document has the correct tax code selected (Quickbooks International) or tax % entered (Quickbooks US).

👉 What if Datamolino did not capture tax in the items?

Make sure that all the amounts are correct (Net, Tax amount, Total) and that the document has the correct tax code selected (Quickbooks International) or tax % entered (Quickbooks US).

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