Edit transactions in bulk

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This article applies to:AvaTax

When transaction details in AvaTax differ from the record in your business application, you need to edit the transactions to make them match. If you have a lot of transactions to edit, it may be faster to edit them using the import transactions template.

In some cases, you may be able to recalculate transactions in AvaTax without using the import template.

Before you begin

Run transaction reports in AvaTax

Steps

Download the transaction import toolkit.

Copy the relevant data from your export report to the import transactions template. For more information on filling out the template, see Import transactions template guidelines. The import template toolkit includes the help file ImportTransactionsHelp_Protected.xlsx, a color-coded template that shows required fields.

The columns in the export report don't always match those on the import template, so double-check to make sure you're copying the right data.

Depending on the information you're editing, you may not need to copy all data from the export report.

Save the import transactions template.
Go to Transactions > Import Transactions to import the updated transactions to AvaTax.