How do I integrate Avalara?

Introduction

Since Avalara is managing Sales Tax Payable, there is no need to use QuickBooks tax codes. Avalara will add a line item called Total AvaTax to your sale. You must instruct Connex to map a tax code called AvaTax to the bottom of your order and map tax on all lines.

How do I map AvaTax?

Here are the steps:

1. In QuickBooks, go to edit > preferences > sales tax.
2. As the default code, select AvaTax.

I need to use QuickBooks to send taxable orders to Avalara. How do I perform this action?

Each order item that is taxable must say tax. Here are the steps:

1. Login to Connex.
2. On the right, click rules engine.
3. Click action.
4. Click upload
5. Upload this spreadsheet. The rules will enter tax on all lines, regardless of tax on the sale.