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Avalara Help Center

How do I configure Quickbooks to not show Sales Orders, Estimates, Etc in the error list?

Overview

You do not want to see Sales Orders or Estimates in the Quickbooks sales tax errors list.

Environment

QuickBooks

Resolution

  • Click on File Avatax Configuration
  • Click on the Tax Calculation tab at the top
  • Check the boxes at the bottom under the "Disable Automatic Calculation on Sales Doc" section for the document types you wish to not show in the error list.
    • You can make this selection for Quotes, Sales Order, Receipt, Invoice, or Credit Memo

 

Note: If there are actual errors on the documents, they will still show in the list and the errors will need to be addressed.