Download AvaTax Software

1.     In Avalara, go to Settings > Integrations.

2.     On the Manage tab, on the tile for Connector for QuickBooks Desktop, select See Connector Versions and then select Download next to the latest version.

3.     Extract the contents of the .zip file you downloaded from Avalara.

4.     Right click on the .exe file and click “Run As Administrator” to begin the installation wizard.

5.     Follow the prompts to install Connector for QuickBooks Desktop and then select Finish when the installation is done. 

6.     Install the Connector software on each workstation you want to connect to AvaTax.

Connecting to QuickBook

1.     Right-click the QuickBooks Desktop icon and select Run as Administrator.

When QuickBooks Desktop opens, make sure it’s running in single-user mode.

2.     Open the company you want to connect to the company profile you created in AvaTax.

The QuickBooks Desktop - Application Certificate box opens.

3.     Select Yes, Whenever This QuickBooks Desktop Company File Is Open, select Continue, and then select Done.

The AvaTax connector setup wizard opens.

4.     Follow the prompts to connect to AvaTax.

5.     Enter your AvaTax username and password and select Next.

Optional: For an extra level of security, select Advanced Options. Enter your AvaTax account number and license key.

6.     Choose the company profile you want to associate with your company in QuickBooks Desktop and select Next.

If you have only one company, it’s selected automatically (you don’t need to complete this step). 

7.     Assign your customer transactions to AvaTax for tax calculation.

·        To assign all of your customers to the AvaTax tax item, select Next.

·        To use a tax item you previously assigned to your customers in QuickBooks Desktop, uncheck the assignment you want to retain.

When you assign the AvaTax tax item to customers, QuickBooks Desktop sends their transactions to AvaTax for tax calculation.