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How do we change the date of imported transactions?

Overview

You need to change the date on transactions that were imported with the wrong date.

Environment

Avalara AvaTax

Resolution

  • Go to Tools > View Imported File Status > Open your Result file > change Process code in column A to 4 (edits existing transactions - change to 2 if used 1 originally, change to 6 if used 5 originally) > change DocDate in column D > Delete final column BY "Messages" > import file