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Avalara Help Center

Switch between Sandbox and Production Environments

This article applies to:AvaTax for QuickBooks Desktop

Before you begin

  • You must be signed in to QuickBooks Desktop with your QuickBooks credentials.

Sign in to the Avalara AvaTax for QuickBooks Desktop

To sign in to the AvaTax Connector for QuickBooks Desktop:

  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.

Your company is now connected to the QuickBooks file.

Switch between the sandbox and production environments of AvaTax

You can switch between sandbox and production environments internally immediately after you sign in to AvaTax or later.

You may or may not need to sign in again depending on the fact that you use the same or different credentials for the two environments.

Switch environment using the Get Started page

To switch between the AvaTax environments before you complete the Get Started settings, follow these steps:

  1. On the Get Started page, expand Sign in to AvaTax.
  2. You can see the following buttons depending on the environment you are signed in:
    • Switch to production environment: If you are signed in to a sandbox environment.
    • Switch to sandbox environment: If you are signed in to a production environment.
  3. Click the button to switch to that environment.

The connector takes you to the selected environment if you use same sign-in credentials for both the environments. Else, it takes you back to the sign-in page.

Switch environment using the Account page

To switch between the AvaTax environments after you complete the Get Started settings, follow these steps:

  1. Go to the Account page if you are not there already.
  2. In the AvaTax account section, you can see the following buttons depending on the environment you are signed in:
    • Switch to production environment: If you are signed in to a sandbox environment.
    • Switch to sandbox environment: If you are signed in to a production environment.
  3. Click the button to switch to that environment.

The connector takes you to the selected environment if you use same sign-in credentials for both the environments. Else, it takes you back to the sign-in page.

Sign out of the AvaTax Connector for QuickBooks Desktop

You can sign out of the connector by using the Get started page or the Account page.

Sign out using the Get Started page

To sign out before you complete the Get Started settings, follow these steps:

  1. Go to the Get Started page if you are not there already.
  2. Expand the Sign in to AvaTax box, and click Sign out.

Sign out using the Account page

To sign out after you complete the Get Started settings, follow these steps:

  1. Go to the Account page if you are not there already.
  2. In the AvaTax account section, click Sign out.
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