How QBO Branch and Tax Synchronization Works

Source: quickbooks_online_controller.rb, company.rb

• Changing the QBO zero tax ID automatically clears the zero tax group ID — both must be reconfigured after a change to avoid sync errors
• QBO batch upload has a default batch size of 30 records and supports a dry run mode for testing uploads without committing data
• QBO "check contacts match" compares Workshop customer/vendor names against all QBO name variants (display name, company name, etc.) and clears the QBO ID if the Workshop name doesn't match any variant — this breaks the link for renamed contacts

Support scenarios

• "After changing the zero tax ID, tax-exempt transactions are failing" → Changing the zero tax ID automatically clears the zero tax group ID. Both need to be reconfigured. Go to QBO settings and set both the zero tax ID and zero tax group ID.
• "Check contacts match cleared a bunch of QBO IDs" → This tool compares names between systems. If a customer was renamed in Workshop but not in QBO (or vice versa), the link is broken. Re-sync to re-establish links, or rename the contact to match.
• "Can I test the QBO upload without actually sending data?" → Yes, QBO batch upload supports dry run mode. Use it to preview what would be uploaded without committing any changes to QBO.