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How does the customer code come across from QuickBooks with jobs?

Overview

When using Jobs in QuickBooks, the customer code is not the same as the parent/original customer code/name. This generally doesn't matter for tax calculations, but is important when using ECMS, or AvaTax CertCapture to exempt customers.

Environment

QuickBooks

Resolution

  • The customer code when jobs are used will be the parent customer name, followed by a ':', followed by the job name.
  • Take the below situation as an example:
    • Parent customer name: Walmart
    • Job name: Store #384
    • The customer code in AvaTax for this job would look like: "Walmart:Store #384".
  • After v84 and newer of AvaTax for QuickBooks connector we've added Include Job Name with Customer Name option in the Tax Calculation tab in AvaTax Configuration. If this option is enabled, then the combination of customer name and job name is sent as the customer code from QuickBooks Desktop to AvaTax. If this option is disabled, then only the customer name is sent as the customer code from QuickBooks Desktop to AvaTax.

Note: Versions 79 to 83 of the AvaTax connector did not allow job name as the customer name. Only the customer name passed to the Admin Console with these connectors.

 

 

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