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Avalara Help Center

Why is my estimate not using the shipping address in QuickBooks?

Overview

You see that you are not getting tax calculation based on the shipping address listed on the estimate, it is using the billing address.

Environment

QuickBooks

Resolution

  • Any template created from an Estimate will use the Default Shipping address listed on the customer record to calculate tax
  • ​Estimates ONLY use the default shipping address to calculate tax, unless one is not selected on the customer record, in which case it will use the Bill To address 
    • Estimates can show a shipping and billing address, but it will only send the default address to Avalara for tax calculation that is listed on the customer record.