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Get StartedTax compliance in RECUR360 made easy
Our integration works on our platform for both QuickBooks Desktop and QuickBooks Online users. You no longer need to install the native Avalara software integration onto your local PCs that have QuickBooks Desktop installed nor do you need to add the Avalara/AvaTax app to your QuickBooks Online.
RECUR360's AvaTax integration will automatically calculate sales tax using your existing Avalara account within the localities that you have Sales Tax Nexus setup in for Products and Services that you have defined as Taxable. We use our own R360-AvaTax Sales Tax item on each transaction so that you can differentiate which transactions should have AvaTax calculate sales tax on. This allows you to control if you want our system to be the tax calculator vs. QuickBooks so that it doesn't overlap if AvaTax is integrated with QuickBooks or a Shopping Cart already. This also will reduce your API calls through AvaTax.
Whether you create/generate all of your Recurring or One Time Invoices within RECUR360 or if you create/import Invoices directly into QuickBooks first, once they sync into RECUR360 we'll handle the Sales Tax Calculation, updating the invoice, emailing it to the customer as well as processing any payments against it.
Certified with Avalara for AvaTax Sales Tax Calculation and Address Verification Services.
Our integration works on our platform for both QuickBooks Desktop and QuickBooks Online users. You no longer need to install the native Avalara software integration onto your local PCs that have QuickBooks Desktop installed nor do you need to add the Avalara/AvaTax app to your QuickBooks Online.
How to Get Started
If you have an existing Avalara/AvaTax account, contact us and let us know you are interested. Our onboarding team will:
Integrate RECUR360 to Avalara's API with your existing account credentials
Setup the R360-AvaTax Sales Tax Item and Service Items in your QuickBooks item list and map them to RECUR360
Train you on mapping your Items, Products and Services, individually or by category, to AvaTax's Sales Tax Codes
Export/Import a CSV mapping file from AvaTax into RECUR360 if it has been mapped there already
Video Walkthroughs:
Overview of the integration:
Detailed walk through and setup:
As you enter an address, valid, deliverable address predictions appear based on your location. Bad addresses are corrected if possible and standardized to the address format of the specified country. US addresses are verified against the USPS address database and Smarty's (formerly SmartyStreets) proprietary dataset of 15+ million non-postal addresses.
This integration is included in RECUR360.
Also Available
At RECUR360, we believe in empowering our customers with the tools and resources they need to streamline their business operations. That's why we offer our API for software integrations. By using our API, you can easily integrate RECUR360's powerful features into your own software, creating a seamless and customized solution for your business.
Not only does this save you time and resources, but it also allows you to offer a more comprehensive service to your customers.
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