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I created a new company file in Quickbooks, how do I enter in my Avatax credentials?

Overview

You created a new company in Quickbooks and need to add Avatax. 

Environment

Avalara Avatax

Resolution

  • Copy down the Avatax settings from File->Avatax->Configuration.
  • Then close QB, reopen, and login to the new company
  • Enter in the values from the old company.
    • If you've created a new company in Avatax, choose this new company in the company code drop down menu.