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.
- In QuickBooks Desktop, go to File > AvaTax > Utilities.
A list of utilities display.
- Select CertCapture under Customers & Exemptions.
- 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.