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Sign in to Avalara AvaTax for QuickBooks Desktop

This article applies to:AvaTax for QuickBooks Desktop

 

Sign in to AvaTax Connector for QuickBooks Desktop

Steps

  1. On QuickBooks menu bar, click File.
  2. On the File menu, click AvaTax > Preferences

    The sign-in page of Avalara AvaTax for QuickBooks appears.
  3. You can sign in to a sandbox or a production environment of AvaTax from this page.
    • To sign in to a sandbox environment:
      1. Select the Sign in to a sandbox environment check box.
      2. Enter your Username and Password for the AvaTax sandbox environment.
      3. Click Sign in.
    • To sign in to a production environment:
      1. Leave the Sign in to a sandbox environment check box unchecked.
      2. Enter your Username and Password for the AvaTax production environment.
      3. Click Sign in.
  4. From the drop-down list of AvaTax company profiles, select the desired company.
  5. Click Connect to open the Get Started page.

You are signed in to AvaTax Connector for QuickBooks Desktop, and your company is now connected to the QuickBooks file.

Note: When you reconnect to AvaTax for QuickBooks Desktop, it takes you to the Account page irrespective of what page you were at in the previous session. 
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