Adjusting Taxes in Core CRM Pro

In order to adjust taxes used for invoices when connected to QuickBooks or QuickBooks Online, you will need to adjust the tax items in QuickBooks first. After adjusting the tax item(s), you would then navigate to the Core CRM Pro Preferences module, into the “QuickBooks” tab and “QuickBooks Import” subtab, and simply click the “Import Taxes” button. This will refresh the taxes with their current values in QuickBooks. 

If you are not connected to QuickBooks or QuickBooks Online, you can adjust the taxes by simply navigating to the Taxes section in the Core CRM Pro Preferences module. There, you can add taxes by pressing the “+” button and enter in the tax name, description and rate, and update taxes by modifying the name, description and rate fields directly. 

Course Link:

https://www.productivecomputinguniversity.com/courses/core-crm-pro-training