Install Avalara Connector for QuickBooks Desktop

Link to the vendors KB: https://help.avalara.com/FYHP/Avalara_for_QuickBooks_Desktop/Connector_for_QuickBooks_Desktop/Install_Avalara_Connector_for_QuickBooks_Desktop

Pre-Req

• Install any Windows operating system updates. 
• If the QuickBooks Desktop is in multi-user mode, make sure all the users - including you - are logged out.

Steps

• On Avalara’s website, go to Settings > Integrations.
• On the Manage integration tab, go to the tile for Connector for QuickBooks Desktop.
• Click See Connector Versions > Download next to the latest version.
• Extract the contents of the .zip file you downloaded from Avalara.
• Run the .exe file to begin the installation wizard.
• Follow the prompts to install Connector for QuickBooks Desktop and then select Finish when the installation is done. 
• Install the connector on each workstation you want to connect to Avalara AvaTax.

Establish a connection between QuickBooks Desktop and Avalara AvaTax

Link to the vendors KB: https://help.avalara.com/FYHP/Avalara_for_QuickBooks_Desktop/Connector_for_QuickBooks_Desktop/Establish_a_connection_between_QuickBooks_Desktop_and_Avalara_AvaTax

Pre-Req

• Have your AvaTax username and password with you.
• If you haven’t created a company profile in AvaTax, create one now. 

Steps

• Right-click the QuickBooks Desktop icon and select Run as Administrator.
• When QuickBooks Desktop opens, make sure it’s running in single-user mode.
• Open the company you want to connect to the company profile you created in AvaTax.
• The QuickBooks Desktop - Application Certificate box opens.
• Select Yes, Whenever This QuickBooks Desktop Company File Is Open, select Continue, and then select Done.
• The Connector setup wizard opens.
• Follow the prompts to connect to AvaTax.
• 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.
• 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). 
• 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.