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Avalara Help Center

Set up Extractor for QuickBooks Online

Set up Extractor for QuickBooks Online and authorize our connection to your QuickBooks Online account. This lets you automatically sync your QuickBooks Online transactions with Avalara so they're included on your returns.

If you have more than one company with QuickBooks Online, add each company to your profile and set up Extractor for QuickBooks Online for each additional company.

Before you begin

  • Create your initial company.
  • If you have the Avalara AvaTax for QuickBooks Online Connector installed, turn off importing transactions from QuickBooks Online to Avalara. Otherwise, you could create duplicate transactions in Avalara.

Tip icon

If you exit setup before selecting a company, on the Extractor for QuickBooks Online tile on the Manage tab, select Connect to QuickBooks Online to sync transactions to return to setup.

If you exit setup after selecting a company but before finishing setup, the Extractor for QuickBooks Online tile for the connection on the Manage tab displays a warning message. Select Connect on the tile to finish setup.

If you need to set up Extractor for QuickBooks Online for an additional company, under other Extractor for QuickBooks Online tiles on the Manage tab, select Add another connection to Extractor for QuickBooks Online.

Steps

  1. In Avalara, go to Settings > Integrations.
  2. On the Add tab, select the tile for Extractor for QuickBooks Online.
  3. Select Confirm to authorize adding the extractor to your account, as well as to authorize any indicated charge for the extractor.
  4. On the Choose connection details screen, complete the following and then select Next.

    Tip icon

    If the company you chose does not have marketplace locations, select Connect and go straight to the last step.

    1. Select the company in Avalara to which you want to add QuickBooks Online transactions.
    2. Select the transaction date to use as the start date for synchronizing.
      The start date should align with your current filing period requirements and not be earlier than what needs to be included on current returns. The extractor will sync all transactions from that date through the day you set up the extractor.
    3. If the company you chose is enrolled in an SST program, read the information that displays about handling calculation differences and then select I understand.
  5. On the Handling marketplace facilitation screen, make sure we have the right information about where QuickBooks Online collects and pays tax for you.
    • If everything looks good, select Connect.
    • If you need to change which states are selected, select Edit selections, make sure only the states for which QuickBooks Online collects and pays tax for you are selected, and then select Connect.
  6. Enter the requested information in the QuickBooks Online authorization window that displays and then select Connect Shop.
    Your QuickBooks Online transactions sync immediately. Depending on how many transactions need to sync, this initial sync can take a while.

After the initial sync, your transactions automatically sync daily. Use the data source ID to find transactions imported from the company.

To check imported transactions for variance (any difference between tax we calculated and what your marketplace calculated), use one of the available reports.

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