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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

We recommend taking screenshots of the AvaTax configuration settings within all tabs before upgrading.  

  • If your Avalara connector version is 84 and older
    • File menu > AvaTax > Configuration and back up the settings within all the tabs.
      • 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. 
  • If your Avalara connector version is 85 or newer
    • File menu > AvaTax > Preferences and back up the settings within all the tabs. 
      • Also, in the Connections tab, copy the username so it can be added once AvaTax is reinstalled.
        • Under the Advanced Options, the account number and license key are not required. 

Time to upgrade!

  • Launch QuickBooks Desktop
  • Go to File menu > Switch to Single-user Mode
  • Go to Edit menu > Preferences > Integrated Applications, select "AVATAX", click Remove then click OK.
  • 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. 
      • Depending on connector version (see above), 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:

  • Check under Edit > Preferences > Integrated Applications and ensure 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 > Configuration

Next steps

For more information, see QuickBooks Desktop

 

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