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Avalara Help Center

How do I upgrade my AvaTax for QuickBooks connector?

Overview

You need to update your AvaTax for QuickBooks Desktop connector to the latest version.

Environment

QuickBooks Desktop

Resolution

  • 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