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Avalara Help Center

How to rebatch in ConnectWise for previous period adjustment on a transaction?

Overview

You need to adjust existing transactions in ConnectWise.

Environment

ConnectWise

Resolution

  • If Avalara is filing your tax returns, you cannot edit the transaction in a subsequent period as the transaction has already been filed. 

  • In order to adjust, you will need to:

  • disable Avatax within ConnectWise

  • Change the tax item on the invoices

  • Repost your batch in ConnectWise

  • Enable Avatax