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Avalara Help Center

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 v79 of Avatax for QuickBooks, the above is no longer true. 
    • Only the customer name comes across, the job name no longer does.