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Avalara Help Center

Connector for QuickBooks Desktop

Connector for QuickBooks Desktop

Get Started with Avalara AvaTax

Getting started with Avalara AvaTax involves two essential milestones in the following order.

  1. Create a basic company profile.
    If you haven't already, or if you want to add an additional company, start by telling us a little about your company and where you're registered to collect and pay tax.
  2. Get your license key.
    Get your transactions flowing to AvaTax for automated tax calculation. Skip this step if you aren't connecting a business application or system to AvaTax. 

Install and Connect to Avalara AvaTax for QuickBooks Desktop

Already using AvaTax? Make sure you've got the latest version of the connector.

v95.0 and lower

If you are using Avalara AvaTax connector v95.0 or lower, use this section. 

v96.0 and higher

If you are using Avalara AvaTax connector v96.0 or higher, use this section.

Set Up Avalara Integration for QuickBooks Desktop

Setting up AvaTax to automate tax calculations for your business involves two essential milestones, plus a third if you're setting up Returns. Each milestone links to detailed step-by-step instructions to help you successfully complete each one.

  1. Fine-tune Your Tax Profile in AvaTax.
    Adjust product taxability and learn about options for exempting customers.
  2. Test your setup.
    Create test transactions to double-check your setup. 
  3. Set up Returns.
    Complete this milestone only if you purchased Returns.

For customers with AvaTax sandbox accounts: After you set up and test your account, contact your implementation specialist or the Avalara Customer Center for help copying your setup to your production account.


Configure Avalara AvaTax for QuickBooks Desktop

Update company information and configure settings after you've connected QuickBooks Desktop to AvaTax.

v95.0 and lower

If you are using Avalara AvaTax connector v95.0 or lower, use this section.

v96.0 and higher

If you are using Avalara AvaTax connector v96.0 or higher, use this section.


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