This article applies to:AvaTax for QuickBooks Desktop
Review CertCapture customer exemption certificates in QuickBooks Desktop without having to log in to CertCapture.
- In QuickBooks Desktop, go to File > AvaTax > Utilities and then select Avalara CertCapture.
- Select the customer exemption certificate you want to view and download.
- Go to the Retrieve certificates tab:
- If the certificate doesn't appear in the list, select Retrieve Certificates to see the latest list of certificates.
- Select the format (.png or .pdf) you want to use when you download the exemption certificate.