QuickBooks Online doesn't use the customer name as the customer code when it passes a transaction to AvaTax for tax calculation; instead, it uses the customer's internal ID within QuickBooks Online. This ID is created in sequential numerical order when a new customer is created. The first customer created has an internal ID of 1, the second is 2, etc. When using the AvaTax Exemption Certificate Management System (ECMS) it is imperative that the customer code match on both the transactions and the certificate information. In order to properly apply an exemption in QuickBooks Online you must use the customer's internal ID as the customer code on the certificate. Here's how to look it up:
- Log into QuickBooks Online.
- Click Customers.
- Search for the customer and click the Customer Name to open the Customer Details.
- In the URL of your browser's address bar locate the portion that begins with ?nameId=.
- The number to the right of the = sign is the customer's Customer Code.
For more information, see the QuickBooks Online user guide.