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View and process pending transactions in AvaTax Update for QuickBooks Desktop

View and process transactions that haven't been sent to AvaTax Update for tax calculation.

Steps

  1. In QuickBooks Desktop, go to File > AvaTax > Utilities.
    The list of utilities displays.
  2. Select View Pending Transactions.
  3. Select All Documents or filter by date, document type, or state.
  4. Select Show Error List.
  5. Select a transaction and then choose one of the following:
    • Recalculate
      Select to calculate tax.
    • Edit Transaction
      Select to view and make changes to transaction details.
    • Remove
      Select to remove the transaction from the list.
    • Remove All
      Select to remove all the transactions from the list.
    • Calculate All
      Select to calculate all items in the list in a batch.
      This button is not available unless you select Disable Dialogue Windows [Memorized Transactions] on the Tax Calculation tab during configuration.
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