How to Import California Sales Tax to Quickbooks

If your business sells goods or services in the state of California, you must collect California sales tax on each transaction. According to the California Sate Board of Equalization, the standard statewide tax rate is 8.25%. However, the final tax rate may increase or decrease according to the specific district the transactions occur. To import the California sales tax data into QuickBooks, you must create an Intuit Interchange Format (IIF) file that contains the sales tax data, then import the IIF file into QuickBooks. You can create an IIF file using Microsoft Excel.

Create a California Sales Tax IIF File

Launch Microsoft Excel. Open a new spreadsheet and populate it with your California sales tax data. Use the sample template from Intuit as a guide to input the data in the correct format (see “References”).

Click "File" and select "Save As" from the drop-down list. The "Save As" window opens.

Select "Text (Tab delimited)" from the "Save as Type" drop-down box.

Type a name for the file in the "Name" text box and add the extension ".iif" at the end of it. Select the location on your hard drive you want to save the file and click "Save."

Import the California Sales Tax File

Launch QuickBooks.

Click "File" from the main menu bar and select "Utilities" from the drop-down list.

Click "Import" and select "IIF Files."

Navigate to the California sales tax IIF file you created and click the "Import" button.