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View and process pending transactions in QuickBooks Desktop

This article applies to:AvaTax for QuickBooks Desktop

View and process transactions that haven't been sent to AvaTax for tax calculation.


  1. In QuickBooks Desktop, go to File > AvaTax > Utilities.
    The list of utilities displays.
  2. Select View Pending Transactions.
  3. Select All Documents or filter by date, document type, or state.
  4. Select Show Error List.
  5. Select a transaction and then choose one of the following:
    • Recalculate
      Select to calculate tax.
    • Edit Transaction
      Select to view and make changes to transaction details.
    • Remove
      Select to remove the transaction from the list.
    • Remove All
      Select to remove all the transactions from the list.
    • Calculate All
      Select to calculate all items in the list in a batch.
      This button is not available unless you select Disable Dialogue Windows [Memorized Transactions] on the Tax Calculation tab during configuration.
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