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How do I test my connection to AvaTax from Quickbooks?

Overview

You want to test your Avatax connection from QuickBooks

Environment

Avatax for QuickBooks

Resolution

  • Your connectivity and credentials can be verified by performing a test connection through your AvaTax Configuration.

In AvaTax for QuickBooks versions 84 and older

  • In QuickBooks, go to File>AvaTax>Configuration and click "Test Connection"
  • The connection result will be displayed: if the connection failed, be sure to verify your credentials and internet connectivity.

In AvaTax for QuickBooks versions 85 and newer

  • In QuickBooks, go to File>AvaTax>Preferences > General and click "Connect"
  • A green checkmark will confirm if connection was successful