How do I configure Quickbooks to not show Sales Orders, Estimates, Etc in the error list?
Overview
You do not want to see Sales Orders or Estimates in the Quickbooks sales tax errors list.
Environment
QuickBooks
Resolution
- Click on File > Avatax > Configuration
- Click on the Tax Calculation tab at the top
- Check the boxes at the bottom under the "Disable Automatic Calculation on Sales Doc" section for the document types you wish to not show in the error list.
- You can make this selection for Quotes, Sales Order, Receipt, Invoice, or Credit Memo
Note: If there are actual errors on the documents, they will still show in the list and the errors will need to be addressed.