Skip to main content
Avalara Help Center

Install the AvaTax app in QuickBooks Online and connect to AvaTax

This article applies to:AvaTax for QuickBooks Online

After you activate your company profile in AvaTax, sign in to QuickBooks Online and install the AvaTax app.

Before you begin

You must have Master Admin and Company Admin access to install and configure AvaTax for QuickBooks Online.

Steps

  1. Get the AvaTax app in QuickBooks Online.
    1. In QuickBooks Online, go to Apps.
    2. Search for "AvaTax" in the app search field.
    3. Select the AvaTax app, and then click Get app now.
    4. In the popup window, select Connect to give AvaTax permission to access the information in your QuickBooks Online account.
      After your account is authorized, the AvaTax for QuickBooks Online login screen opens.
  2. Connect to AvaTax.
    1. Enter your AvaTax user name and password to log in to your AvaTax account.
      The QuickBooks Connector Settings page opens.
    2. Under Avalara Company, select the company you want to link to AvaTax.
    3. Verify your Avalara username and password are correct.
    4. Under Integration Settings:
      1. Address Validation is selected by default. Leave this selected unless you don't want AvaTax to validate addresses.
        AvaTax for QuickBooks Online only validates addresses for customer records created in the previous 30 days.
      2. Select whether to send exempt customer transactions to AvaTax for tax calculation.
        • All Customers is selected by default. When selected, QuickBooks Online sends all transactions to AvaTax for tax calculation. AvaTax exempts customers designated as exempt.
        • Select Only Taxable Customers if you want QuickBooks Online only to send transactions for taxable customers. No exempt customer transactions are sent to AvaTax.
      3. Sales tax is selected as the Sales Tax Item and cannot be changed.
    5. Select Save.
      A message displays indicating your settings have saved.
    6. Select Return.
    7. Select Go Back to QuickBooks to return to QuickBooks Online.

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

  • Was this article helpful?