QuickBooks Online released a feature called Automated Sales Tax. This feature automatically assigns where your sales tax should go and replaces the Manual Process. Automatic Sales Tax can be turned on, but not turned-off. It's enabled by default on all new QuickBooks Online accounts. If you would like to turn on Automated Sales Tax follow Intuit's directions here.
If you have Automated Sales Tax enabled, Mobius Connect will no longer try to copy the tax codes (tax angencies) that taxes are being collected for from ConnectWise to QuickBooks Online. We will just copy the tax amount from the ConnectWise invoice to the QuickBooks Online invoice. The tax amount will show up in the Sales Tax line on the invoice and will be recalculated by QuickBooks Online (so your tax calculations in QuickBooks Online need to be correct.) QuickBooks Online will decide which tax angencies to map the taxes to. Mobius Connect populates the "ShipTo" address on the invoice if that data is in ConnectWise. QuickBooks Online uses the "ShipTo" address, or the "Location of Sale" address to figure out tax agencies. We don't currently modify "Location of Sale."
Prior to this change there were problems with the first invoice that was created in a new tax agency. You couldn't map the tax codes because they didn't exist in QuickBooks yet. So you would have to manually create an invoice in QuickBooks for that tax agency, then do the mapping in Mobius Connect, then you could send over the invoice. This was adequate if you only had a few tax agencies, but in some parts of the country there are many to deal with. This will solve that problem.
Note that QBO does not allow the transfer of taxes with Purchase Orders. Mobius Connect Standard customers can bypass this by enabling the taxes as line items module in Mobius Connect. (Referred to as the Avalara Tax module)