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How do I move transactions from one company to another?

Overview

I need to move transactions from one company to another in my admin console.

Environmen

Avalara AvaTax

Resolution

  • In order to move transactions from one company to another, there are two options:
    • If there are less than 10 transactions that need to be moved, then it is recommended to simply to add the invoices manually into the correct company via the Transactions tab.  
      • For further information on adding transactions to the admin console click here.
    • If there are more than 10 transactions that need to be moved, it is recommended to export the transactions using the Document Line Detail report and then use the data to recreate the transactions and upload them using the transaction import template.  
      • For more information on using Transaction Imports please click here.  
      • If you are not familiar with the Document Line Detail Report, click here.

 

 

 

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