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Avalara Help Center

Add a customer record to CertCapture in QuickBooks Desktop

You can add one customer record at a time to CertCapture without leaving QuickBooks Desktop. If you want to add many customer records to CertCapture, you have to go to CertCapture and import them.

Steps

  1. In QuickBooks Desktop, go to File > AvaTax > Utilities.
    A list of utilities display.
  2. Select CertCapture under Customers & Exemptions.
  3. Select or add the customer you want to exempt. To add a new customer, go to the Create Customer tab, enter your customer's name and address, and select Validate Address. After you validate the address, select Add New Customer to Exemptions.

A message displays letting you know the customer has been added to CertCapture successfully.

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