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Are invoices automatically calculated in Quickbooks?

Overview

Invoices are not calculating automatically when pushed into QuickBooks

Environment

QuickBooks

Resolution

  • Tax calculates if you make a change to the transaction in QuickBooks then Save
    • Any change can trigger tax calculation on save
    • The transaction (Invoice, Estimate, Sales Order, etc.) must have an Avalara tax item to be sent to Avalara for calculation:
      • AVATAX
      • AVATAX-POD
      • AVATAX-POS
  • To calculate tax on transactions which are pushed, disable automatic calculation, then calculate in bulk:
    • Go to File >AvaTax >Configuration Tax Calculation > check Disable Automatic Calculation
    • Create transactions by puching them into QuickBooks, creating memorized transactions, etc. 
    • Click File AvaTax Reconcile Tax
      • Select the transactions you would like to calculate tax on
      • Click Push to Error List
    • Click File AvaTax View Unresolved Sales Tax Errors > click Calculate All 
    • When done, enable automatic calculation again, removing the checkmark:
      • Go to File >AvaTax Configuration Tax Calculation > uncheck Disable Automatic Calculation