System Requirements
In order to use the Gozynta Mobius "Taxes as Line Items" module, you must have the following on your network and/or your machine(s):
An active subscription to the Gozynta Mobius: ConnectWise PSA-QuickBooks Online integration
Internet Access: An Internet connection is required.
"Taxes as Line Items" Module
This module will be disabled by default.
Please note: If Avalara is ENABLED in ConnectWise PSA it will be automatically applied in Mobius even if the box is unchecked.
To enable the module, click on Modules > Taxes as Line Items. Select the "Enabled" checkbox and click "save."
When enabled, this module ignores Tax Codes in ConnectWise PSA and QuickBooks Online. Instead, Sales Tax Lines will transfer into QuickBooks Online as invoice lines. Tax Payable GL Accounts will map through service items. No Tax Codes will be applied to the invoice in QuickBooks Online.
Validating A Batch
Invoices
To verify invoices in QuickBooks Online, navigate to Home > Transactions > Sales.
Item Receipts
To verify item receipts in QuickBooks Online, navigate to Home > Transactions > Expenses.
And there you go! It's as easy as that.
This Module was formerly called the Avalara Tax Module and is often used if you have Avalara enabled in ConnectWise.