Adjusting amounts in Datamolino before exporting to QuickBooks Online is simple. This guide will show you how to ensure your documents are accurately prepared.
Understanding the Basics
Datamolino Settings: Amounts are displayed as NET or TOTAL based on the data captured.
Export Amount: Choose NET or TOTAL depending on your needs
Amounts will automatically recalculate based on the view you select (NET or TOTAL).
Always choose a view that matches the captured data. For instance, in a TOTAL view where TOTAL is not captured (shows 0.00), changing the tax code would results into recalculating TAX and NET to 0.00.
Editing for QuickBooks Online International:
When working with QuickBooks International, there are a few nuances to keep in mind:
Editing Amounts: Edit only highlighted amounts which go to export.
Tax Adjustments: Use the tax code dropdown to modify tax calculations as needed.
Exporting: Click ‘Export’ to send the adjusted document to QuickBooks, which auto-calculates any non-exported values automatically based on the selected tax code.
Editing for QuickBooks US:
The process for QuickBooks US slightly differs:
Editing Amounts: All amount fields are editable.
Tax adjustments: Input TAX RATE % for taxable items (disregard the tax code dropdown which is relevant only for sales invoices).
Exporting: No tax is exported due to the absence of VAT/GST. QuickBooks displays all amounts as TOTAL after export.
Practical Tips:
Datamolino captures tax in items:
No changes needed if tax is captured; just ensure amounts are exported as TOTAL.
Datamolino does not capture tax in items:
Enter TAX RATE % for taxable items to recalculate amounts and include tax.
Click ‘Calculate Tax’ to update TOTAL amounts.
Switch view to TOTAL and export the document