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Avalara Help Center

Perform initial configurations

This article applies to:AvaTax for QuickBooks Desktop

Configure Avalara AvaTax for troubleshooting preferences, business identification number (BIN), and mapping tax items. These are the basic configurations you need to make for the first time you sign in to AvaTax. After you complete these configurations, you are good to make settings related to tax calculations, exemptions, address validation, and others.

Before you begin

Before you begin configuring AvaTax, make sure:

  • You are signed in to QuickBooks Desktop as an administrator.

  • QuickBooks is running in single use mode.

  • AvaTax is installed.

  • If you haven't created a company profile in AvaTax, create one now.

Configure Avalara AvaTax

Sign in to AvaTax to open the Get Started page, and then perform the following configurations.

Tip icon

You can any time change the configuration settings from the Account page.

Configure troubleshooting preferences

Configure troubleshooting preferences for ease of troubleshooting.

Steps

  1. On the Get Started page, expand the Troubleshooting preferences section.
  2. Select the check box next to your preferred logging option of AvaTax activities.
  3. Click Save and Continue.

Configure business identification number

Configure business identification number to identify the non-U.S. transactions. This setting is optional, and is required to do only if your company does business outside of the U.S.

Steps

  1. On the Get Started page, expand the Business identification number (BIN) section.
  2. If your company does business outside of the U.S., follow these steps:
    1. From the BIN Field drop-down list, select the QuickBooks field that contains your company’s BIN.
    2. Click Save and continue.
  3. If your company does business outside of the U.S. but doesn’t have a BIN, click My company doesn’t have a BIN.
  4. If you company does business only in the U.S., click Skip.

Map tax items to AvaTax

Map your company’s tax items to AvaTax for retrieving taxes on transactions.

Steps

  1. On the Get Started page, expand the Map tax items to AvaTax section.

    The table displays the tax items of your company and the number of customers assigned to each tax item.
  2. Select the check boxes next to the tax items that you want to map to AvaTax.
  3. Click Map to AvaTax.

    A message pops up to confirm completion of mapping.
     
    Tip icon

    You can restore your previous tax items at any time by using the tax item mapper tool.

  4. (Optional) You are recommended to review your AvaTax settings.
    • If you want to review, click Review settings on the Setup completion pop-up and follow the instructions.
    • If you want to skip review, click Close AvaTax.

Tip icon

Mapping tax items may take some time. Perform this action at the beginning of your billing cycle to avoid tax rates from sources being used in the same billing cycle.

Import AvaTax settings

Import AvaTax settings from another company that is already configured with AvaTax.

Steps

  1. On the Get Started page, expand the Map tax items to AvaTax section.
  2. At the bottom of the section, click Import.
  3. From the QuickBooks company drop-down list, select the company from which you want to import settings.
  4. Select the check boxes facing those settings that you want to import. The available options are:
    • AvaTax configuration (AvaTax account, settings, and tax item mappings)
    • Freight tax code mappings
    • Consumer use tax settings
  5. Click Import.

    An alert message displays that the imported settings will overwrite the existing settings.
  6. Click Yes to import.

    An Information message displays the names of the imported files.
  7. Restart QuickBooks for the imported settings to take effect.
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