Skip to main content
Avalara Help Center

How do I use the Customer Tax Item Update Utility in QuickBooks?

Overview

You see a utility on the Tax Calculation tab "Customer Tax Item Update Utility" and want to know how it is used.

Environment

QuickBooks Desktop

Resolution

  • File > AVATAX > Configuration > Tax Calculation tab > Customer Tax Item Update Utility
  • You can use it to update all Customer records with the AVATAX tax item, causing that tax item to be selected by default each time you create a new document for each customer.  
  • Select a sub-set of Customers, sorted by either:
    • Display Name - first character
    • State
    • Country (note: requires all customers to have a country entered on their record before this section is active)
  • Upon completion of using this utility, a summary will be displayed with the details of each change.

Note: This feature can also be used to change all Tax Items to a different selection, if desired, such as a Non-AVATAX selection in the case of uninstalling the integration and wanting to revert to a previous Tax Item.

 

If the above mentioned steps do not work, you can manually update all Customer records with the AVATAX tax item using QuickBooks native tools.

  • In QuickBooks, click List > Add/Edit Multiple List Entries
  • At left under List drop down select Customers
  • Click Customize Columns (upper right)
  • Under Available Columns choose Tax Item, then click Add
  • Move the Tax Item column to the top of the list of Chosen Columns
  • Click Ok
    • You should now see a Tax Item column
  • In the Tax Item column, choose AVATAX (top of list) for first customer
  • Right click on AVATAX then choose Copy Down
    • Depending on how may customers you have it may take a few minutes for all customer to update to AVATAX
  • Click Save Changes