Before Posting to QuickBooks
Before you post to QuickBooks, double-click on an order in Webgility to view the order details.
Tax: The taxes calculated in the online store during the purchase process.
Avalara Taxes: Before an order is posted to QuickBooks, there is no tax calculation. This area is dynamically updated once Avalara AvaTax calculates taxes in QuickBooks during the post to QuickBooks process.
Note: An order should be in the state where it is ready to be posted to QuickBooks so that Avalara AvaTax calculates the taxes at the correct time.
Calculate Taxes in QuickBooks with Avalara
1. Post the order to QuickBooks using Webgility. This can be done in the inbox for multiple orders. or within the order details screen.
2. Once the order has been successfully posted to QuickBooks, Avalara AvaTax will calculate the correct taxation by verifying the address on the order.
3. Avalara Taxes has been dynamically added to the order details area in Webgility Desktop.
In QuickBooks, you will see the following:
Calculated Tax: The calculated tax is displayed in the line item on the transaction.
Store Tax Adjustments: If the taxation rate in your online store is calculating taxes at a rate that doesn't match what Avalara AvaTax calculates, this will create a discrepancy either over or under the tax calculation. The discrepancy and amount will be recorded as a Store Tax Adjustment item and the amount and reason will show within the description area of the transaction. The discrepancy will adjust the total of the transaction in QuickBooks. If you see discrepancies caused by an incorrect calculation of tax in your online store, you should modify the tax percentage in the online store.