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Add a customer record to CertCapture in QuickBooks Desktop

This article applies to:AvaTax for 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, import them directly into CertCapture.

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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