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Establish a connection between QuickBooks Desktop and AvaTax

This article applies to:AvaTax for QuickBooks Desktop

After you install the integration software, connect QuickBooks Desktop to AvaTax. 

Before you begin

  • Have your AvaTax username and password with you.
  • If you haven't created a company profile in AvaTax, create one now

Steps

  1. Right-click the QuickBooks Desktop icon and select Run as Administrator.
    When QuickBooks Desktop opens, make sure it's running in single-user mode.
  2. Open the company you want to connect to the company profile you created in AvaTax.
    The QuickBooks Desktop - Application Certificate box opens.
  3. Select Yes, Whenever This QuickBooks Desktop Company File Is Open, select Continue, and then select Done.
    The Connector setup wizard opens.
  4. Follow the prompts to connect to AvaTax.
    1. Enter your AvaTax username and password and select Next.
      Optional: For an extra level of security, select Advanced Options. Enter your AvaTax account number and license key.
    2. Choose the company profile you want to associate with your company in QuickBooks Desktop and select Next.
      If you have only one company, it's selected automatically (you don't need to complete this step). 
    3. Assign your customer transactions to AvaTax for tax calculation.
      • To assign all of your customers to the AvaTax tax item, select Next.
      • To use a tax item you previously assigned to your customers in QuickBooks Desktop, uncheck the assignment you want to retain.
        When you assign the AvaTax tax item to customers, QuickBooks Desktop sends their transactions to AvaTax for tax calculation.

        AvaTax creates a backup of your tax item assignments. You can always go back to your previous assignments using the Rollback tax schedule utility.

QuickBooks Desktop is now connected to AvaTax and ready to send transactions for tax calculation. To further customize the way QuickBooks Desktop interacts with AvaTax, see Connector settings for QuickBooks Desktop

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