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Why can Avatax not find my Quickbooks transactions to calculate tax?

Overview

After importing my transactions into Quickbooks, Avatax shows the transactions on the Error Log correctly, but cannot find the document to recalculate tax or pull up the invoice in Quickbooks.

Environment

Quickbooks

Resolution

  • Avatax uses the native Quickbooks invoice number format to create the Avatax doc code
    • The imported transactions were using a non-Quickbooks invoice number format
  • Change the importer program to use the Quickbooks invoice number format
    • This will allow Avatax to find the transaction in QuickBooks and calculate tax.