How do I use the Avalara Module Add-on?

This Avalara Module is an Add-On Feature to the existing Mobius Connect: QuickBooks Online integration for ConnectWise Manage which allows you to import your ConnectWise Manage accounting data directly into your QuickBooks Online account. You can access Mobius Connect at: https://app.mobius-connect.com


System Requirements

In order to use the Mobius Connect Avalara Tax Module Add-On, you must have the following on your network and/or your machine(s):

An active subscription to the ConnectWise Avalara integration

An active subscription to the Mobius Connect: ConnectWise Manage-QuickBooks Online integration

Internet Access: An Internet connection is required.


Avalara Tax Module

Once you have purchased the Avalara Tax Module Add-On, you will see a new feature called "AvalaraTaxModule" under the "Modules" navigation. This module will be disabled by default.

To enable the module, click on Modules > Avalara TaxModule. Select the "Enabled" checkbox and click "save."

When enabled, this module ignores Tax Codes in Manage and QuickBooks Online. Instead, Sales Tax Lines will transfer into QuickBooks Online as invoice lines. Tax Payable GL Accounts will map through service items. No Tax Codes will be applied to the invoice in QuickBooks Online.  

 

Validating A Batch

Invoices

To verify invoices in QuickBooks Online, navigate to Home > Transactions > Sales.



Item Receipts

To verify item receipts in QuickBooks Online, navigate to Home > Transactions > Expenses.


And there you go! It's as easy as that.


Customer Support

If you have any questions, please feel free to contact our consulting team at Help@ConnectWise.com.


There is also an integrated message submission form accessible from the side navigation menu under Contact Support. You can use this form to easily submit support requests to Manage. If the support request is related to an issue batching transactions, you can select to attach the log for the batch in question by selecting the "Send Batch Log?" checkbox, selecting the QuickBooks Online configuration the batch was made against, and finally selecting the BatchID.


Provide a Subject and Message, and click Submit to send the Support Request.

Contact Us

For more information about any of our products or services, please feel free to contact your Account Manager at AccountManager@ConnectWise.com

Don’t have an Account Manager yet? No problem! Please feel free to contact us at http://www.connectwise.com/contact-us.



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