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 Gozynta Mobius: 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.