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To use Numeral with Tabs, you’ll create a three-way connection: Tabs ↔ QuickBooks Online ↔ Numeral. This allows invoices created in Tabs to automatically receive the correct tax rates through Numeral, with all data syncing seamlessly between platforms.

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What you’ll do

  1. Connect QuickBooks Online to Tabs
  2. Connect QuickBooks Online to Numeral

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Step 1 — Connect QuickBooks Online to Tabs

  1. Log into your Tabs account.
  2. Navigate to the bottom of the sidebar.
  3. Click the Integrations icon (the square icon with three squares inside).
  4. Select QuickBooks Online from the available integrations.
  5. Follow the prompts to authorize and connect your QuickBooks Online account.

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Step 2 — Connect QuickBooks Online to Numeral

  1. Log into your Numeral account.
  2. Go to Connections in the navigation menu.
  3. Click Add a Connection.
  4. Select QuickBooks Online.
  5. Complete the authorization process to link your QuickBooks account to Numeral.

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How It Works

Once both connections are established, here’s what happens automatically:
  1. Invoice Creation — When you create an invoice in Tabs, it syncs to QuickBooks Online.
  2. Tax Calculation — Numeral calculates and applies the appropriate tax rate within QuickBooks.
  3. Invoice Update — The invoice with the correct tax rate is sent back to Tabs instantly.
  4. Data Collection — Numeral pulls your sales data and tax information from QuickBooks to handle tax filing on your behalf.