This guide walks you through how to connect your Quickbooks online account to Kintsugi for tax calculation. Before you start, please make sute your onboarding tasks in Kintsugi are completed to ensure a smooth setup. Follow these steps to connect your QuickBooks account with Kintsugi.
Step 1: Access Your Kintsugi Account
Log in to the Kintsugi Portal.
If you already have an account, log in using your username and password.
If you do not have an account, follow the prompts on the screen to sign up and create a new account.
Once logged in, you will be able to access to your Kintsugi Dashboard.
Step 2: Start the QuickBooks Integration
From the Dashboard, go to the Data Sources section.
Click Browse Integrations.
Locate QuickBooks and click connect.
Before connecting, ensure all onboarding tasks are complete:
Import Transactions – Sync your existing transactions.
Add Presence – Provide business location details.
Add Organization Details – Enter company information.
Add Bank Details – Link your bank account for tax calculations.
If onboarding is incomplete, you will be prompted to enter your business address before proceeding. Before proceeding with the integration, ensure that you accurately fill in your business address details.You will need to enter:
Legal Business Name
Country & State
City & Postal Code
Address Line 1 & Address Line 2 (Optional)
Once all required fields are filled, click Submit to proceed. Properly entering these details ensures a seamless integration experience.
Step 3: Authorize and Connect to QuickBooks
If you have already completed the business address setup during onboarding, you will be directly prompted with the "Connect to QuickBooks" NOTE: Unauthorized status indicates that QuickBooks has not yet been linked.
Click "Connect to QuickBooks" to proceed with the authorization process.
You'll be redirected to QuickBooks Login Page.
Login using your QuickBooks admin credentials.
If you're new to QuickBooks, click "Create an Account" and follow the setup steps.
If you prefer, switch to the Phone tab to log in using your registered phone number.
Once logged in, QuickBooks will authorize the connection, and you'll be redirected back to Kintsugi.
Your integration is now active—Kintsugi will automatically handle tax calculations for your QuickBooks transactions.
Your active integrations will be visible in Data Sources section.
IMPORTANT NOTE:
To prevent disconnection or “Unauthorized” errors, make sure the following conditions are met:
✅ The QuickBooks user who authorizes the connection must be an Admin user in QuickBooks.
🚫 That admin user must not be removed from the QuickBooks organization.
If they are removed, the connection will break.
You’ll need to re-authorize the integration using another QuickBooks admin account.
Step 4: Verify Product Classification
In Kintsugi, go to Products.
Check that all products are properly categorized under their respective categories and subcategories. Proper classification ensures accurate tax calculation and product mapping.
Step 5: Disable Automated Sales Tax (AST) in QuickBooks Online
Kintsugi manages all tax logic independently. If you’re using QuickBooks Online, you must disable and override Automated Sales Tax (AST) to avoid conflicting tax calculations.
To disable AST in QuickBooks, Go to the Taxes menu, then select Sales Tax.
Open Sales Tax Settings.
Disable each tax agency by clicking Edit > Make inactive.
If you don't have this option, click Edit and set the Set the Start date to 1/1/2099.
Add a custom tax rate for Kintsugi to avoid double taxation. You will select this rate on every invoice.
Click Add agency button, then click Add custom rate
Set name to Kintsugi
Select any Agency
Set the Rate to 0.00
Click Save
Step 6: Enable Tax Collection in Kintsugi
Once your QuickBooks connection is established and your organization is ready, you can enable tax collection in Kintsugi.
The “Enable Tax Collection” option becomes available only when the following conditions are met:
The connection to QuickBooks has completed its initial data import.
Your organization has established physical nexus in at least one jurisdiction.
You have at least one active tax registration.
Your organization details are fully completed in the system.
Once these requirements are fulfilled, you can enable tax collection from the Kintsugi dashboard.
Important Reminder
The address features in Kintsugi (validation, addition, updates, etc.) only affect data inside Kintsugi. They won’t sync back to your source system in QuickBooks.
If you see missing or incorrect addresses, be sure to update them in the source system as well.
Also adjust your source system settings to make sure future transactions capture full address data.