The major difference between the American version and Canadian version of QuickBooks is how taxes are handled on both sales and purchases. This information will provide the differences when troubleshooting a Canadian FieldEdge company.
Note: By default, QuickBooks will assign a tax code per item. However if a tax code is applied to a Customer, this will overwrite the item's Canadian Sales Tax Code when added to an Invoice.
In the Canadian version of FieldEdge, you will not set a default tax code.
Setup will automatically detect if the company is US or Canadian. Beyond this, setup will be the same as US configuration.
It is also important to recognize that the date formatting is different with QuickBooks Canada. US uses MM/DD/Year, while Canada will use DD/MM/Year.
On the Item Screen, Sales Tax Codes from QuickBooks will be replaced by the Canadian Sales Tax Codes. These are generally, up to, three characters.
- Tax Group has been removed off of the Invoice
- The (American) Tax Groups have been replaced with (Canadian) Sales Tax Codes on each line item of an Invoice.
When adding an Item to an Invoice, the line Item will inherit the Item's (Canadian) Sales Tax Code, unless the Customer has a (Canadian) Sales Tax Code.
Mobile adheres to the same rules as web invoicing with the following exceptions:
- The reference to the Tax Group on the Authorize screen has been removed.
- Ability to change Tax Group, on mobile, has been removed.
There are no visible changes in the part request or expense flow. Behind the scenes, however, FieldEdge will pass the (Canadian) Sales Tax Code associated with either the item or the vendor.
The tax code field on the Customer Entry/Edit screen will display (Canadian) Sales Tax Codes instead of (American) Tax groups. It is okay if this is left blank.