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Avalara Help Center

How do I resolve AvaTax menu options not opening after installing AvaTax in QuickBooks?

Overview

You just installed AvaTax but the AvaTax options under "File" menu in QuickBooks do not open.

Environment

QuickBooks Desktop

Resolution

  • This is a result of not running the AvaTax installer as an Admin (right click), not running QuickBooks as an Admin (right click on) and not choosing the QuickBooks Desktop - Application Certificate the first time.
  • Ensure Full Control is given to the Avalara folder (C:\Program Files (x86)\Avalara) for Users and the Trusted Installer
  • In QuickBooks Desktop, go to:
    • Edit menu >  > Preferences > General > select "Keep QuickBooks running for quick startups".
    • File menu > Avatax > Preferences and back up the settings within all the tabs. Taking screenshots is best.
      • Also in the Connections tab, click Edit, and copy the account number, license key, username, and URL so it can be added once AvaTax is reinstalled. 
    • File menu > Switch to Single-user Mode
    • Edit menu > Preferences > Integrated Applications> select "AVATAX" then click Remove
  • Pull up the Task Manager and end any processes starting with "QB", "Intuit", "AV", "AvaTax", and "Avalara"
  • Uninstall the current version of AvaTax by going to Control Panel > Programs > Uninstall or change a program. 
  • Download the latest version of your integration under  Home > Get Started > Download and Install your Integration Software. (Link for Production Admin Console)
    • Right click on the zip folder you downloaded and select Extract All.
  • Right click the .exe file in the newly extracted folder, select Run as Admin. 
  • After the install is finished right-click QuickBooks Desktop and click Run as Admin. 
    • Log into QuickBooks Desktop the first time as Admin User.
    • In the QuickBooks Desktop - Application Certificate dialog box, click Yes, whenever this QuickBooks Desktop company file is open, and then click Continue.
    • In the Access Confirmation dialog box, click Done.
    • Go to File > AvaTax > Preferences > click Update Connection. 
    • You may need to add in an AvaTax username and password in addition to the account number and license key. 
  • Calculate tax on a transaction to confirm the tax calculation is working. 
  • Repeat installation/upgrade on all workstations (computers) that have AvaTax for QuickBooks Desktop installed. 

Notes:

  • You can check under Edit > Preferences > Integrated Applications and ensure that only one AvaTax certificate is present there. If there are two, remove the one that has the older version number.
  • If you were on an older version of AvaTax you may need to add a user name and password into your AvaTax configuration as that is required in the latest versions. 
    • The user name and password to be entered are your credentials for logging into the Admin Console. 
    • You can enter these under File > Avatax > Preferences.

Next steps 

For more information, see QuickBooks Desktop