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Avalara Help Center

View and download CertCapture exemption certificates in QuickBooks Desktop

Review CertCapture customer exemption certificates in QuickBooks Desktop without having to log in to CertCapture.

Steps

  1. In QuickBooks Desktop, go to File > AvaTax > Utilities and then select Avalara CertCapture.
  2. Select the customer exemption certificate you want to view and download.
  3. Go to the Retrieve certificates tab:
    1. If the certificate doesn't appear in the list, select Retrieve Certificates to see the latest list of certificates.  
    2. Select the format (.png or .pdf) you want to use when you download the exemption certificate.
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