This Avalara Module is only included with Mobius Connect Standard: QuickBooks Online integration for ConnectWise Manage which allows you to import your ConnectWise Manage accounting data directly into your QuickBooks Online account. The version purchased through ConnectWise of Mobius Connect Lite does not have the Avalara Module Add-on. If you do not have Mobius Connect Standard which is purchased through Gozynta, please reach out to email@example.com to upgrade. You can access Mobius Connect at: https://app.mobius-connect.com
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 Standard: 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
To verify invoices in QuickBooks Online, navigate to Home > Transactions > Sales.
To verify item receipts in QuickBooks Online, navigate to Home > Transactions > Expenses.
And there you go! It's as easy as that.
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.
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.