This guide is 19 pages and covers:
Customers
Exemptions
Agreement Setup
Products and Tax Code Mapping
Process and expectations for Orders/Invoices and Sales Credit Memo
QuickBooks syncing and common QuickBooks Errors
Down Payments
Use Tax
Multisite Agreements
Time and Material (T&M) Invoices and Adjustment Issues
$0 Total Invoices (how to eliminate from counting fully against your tier)
Month End Reconciliation
You can also select an option to have 2 hours consulting time to review questions you have about Avalara and/or if your setup makes sense.
This guide is 19 pages and covers:
Customers
Exemptions
Agreement Setup
Products and Tax Code Mapping
Process and expectations for Orders/Invoices and Sales Credit Memo
QuickBooks syncing and common QuickBooks Errors
Down Payments
Use Tax
Multisite Agreements
Time and Material (T&M) Invoices and Adjustment Issues
$0 Total Invoices (how to eliminate from counting fully against your tier)
Month End Reconciliation
You can also select an option to have 2 hours consulting time to review questions you have about Avalara and/or if your setup makes sense.
