Switching to TaxCloud from Avalara, AvaTax, TaxJar, or another QuickBooks tax integration is straightforward: install TaxCloud, remove the old integration, and verify. These steps apply to any tax tool that registered itself with QuickBooks as an integrated application.

Switching to TaxCloud from Avalara, AvaTax, TaxJar, or another QuickBooks tax integration is straightforward: install TaxCloud, remove the old integration, and verify. These steps apply to any tax tool that registered itself with QuickBooks as an integrated application.

## Before you start

* **Back up your company file** (**File → Back Up Company → Create Local Backup**). Every step is reversible from this backup.
* Make sure you have **admin access** to the company file. Single-user mode is easiest for the migration.
* Confirm your **TaxCloud account is ready** — a QuickBooks connection, an API key, and **tax collection enabled** for the states where you collect (under **Thresholds**). (See **[Set up your TaxCloud account](https://support.taxcloud.com/en-us/articles/set-up-your-taxcloud-account-for-quickbooks-desktop-qPQgfTk5ES)**.) If you skip the states, TaxCloud returns $0 for them.
* **Note your Avalara tax codes.** They don't carry over — you'll re-classify items in TaxCloud (see **[Assign product tax codes (TICs)](https://support.taxcloud.com/en-us/articles/assign-product-tax-codes-tics-in-quickbooks-desktop-KPkDQ5U14K)**.


:::warning
Do the migration when no one is actively creating invoices. There's a brief window where the old integration is off and TaxCloud isn't yet running.

:::

## Step 1: Install the TaxCloud plugin first

Install and connect the plugin (**[Install the TaxCloud QuickBooks Plugin](https://support.taxcloud.com/en-us/articles/install-the-taxcloud-quickbooks-plugin-9q9kyzkynC)** and **[Set up your TaxCloud account](https://support.taxcloud.com/en-us/articles/set-up-your-taxcloud-account-for-quickbooks-desktop-qPQgfTk5ES)**) before removing the old one — this minimizes the gap with no tax integration active. Don't save a test invoice yet; the old integration is still active.

## Step 2: Disable the previous integration in QuickBooks


1. **Edit → Preferences → Integrated Applications → Company Preferences**.
2. Select the previous integration's row (for example **AvaTax** or **TaxJar**) and click **Remove**.

Leave QuickBooks' own sales tax turned **on** — TaxCloud works alongside it. (If the vendor offers an in-app "Disconnect from QuickBooks" button, that works too.)

## Step 3: Uninstall the previous integration's program

Removing it in QuickBooks stops the events, but the old integration may still run as a Windows program.


1. Open **Settings → Apps → Installed apps** (Windows 11) or **Control Panel → Programs and Features** (Windows 10).
2. Uninstall the previous integration's program (Avalara often installs both a connector *and* a separate service — remove both).
3. Reboot so any background services fully stop.

## Step 4: Deactivate the previous integration's tax items

The old integration left tax items in your Item List (e.g. **AVATAX**). They're referenced by historical invoices, so **don't delete them** — inactivate them so they stop appearing in drop-downs.


1. **Lists → Item List**.
2. Right-click each old tax item → **Edit Item**.
3. Tick **Item is inactive** → **OK**.


:::warning
Don't delete these items — deleting one that's referenced by an invoice can corrupt the invoice.

:::

## Step 5: Verify with a test invoice


1. Open QuickBooks. The tray status should read **Monitoring…** within a minute.
2. **Customers → Create Invoices**. Pick a **Tax** customer with a ship-to address in a state where tax collection is enabled, and add a taxable line.
3. Set the **TAX** dropdown to **TaxCloud Tax** and click **Save & Close**.
4. Reopen the invoice from the Customer Center and confirm: a single **TaxCloud Sales Tax** line with the right amount, no old-integration tax items, and the tax showing on the Balance Sheet under **TaxCloud Sales Tax Payable**.

## Historical data: what changes, what doesn't

The migration doesn't rewrite past invoices — they keep the old integration's tax items, amounts, and posting account. Going forward, new and edited invoices use TaxCloud. Your Item List ends up with both the old (inactive) tax items and TaxCloud's active one; that's expected — don't try to merge them.

If your accountant wants the historical tax on the same account as new TaxCloud tax, that's a one-time journal entry on their schedule, not something the plugin does.

## Common gotchas

* **The old process is still running after "uninstall."** Some un-installers leave a service or scheduled task behind — check Task Manager → **Details** for the vendor's process.
* **Both integrations still listed.** After migration, only **TaxCloud QuickBooks Plugin** should appear under Integrated Applications. If the old one is still there, repeat Step 2.
* **Avalara tax codes didn't come across.** They don't — re-classify in TaxCloud (**[Assign product tax codes (TICs)](https://support.taxcloud.com/en-us/articles/assign-product-tax-codes-tics-in-quickbooks-desktop-KPkDQ5U14K)**.
* **TaxCloud returned $0 for a state Avalara taxed.** Make sure tax collection is enabled for that state in TaxCloud (under **Thresholds**).
* **The next save still shows the old tax item.** Close QuickBooks completely (**File → Exit**) and reopen — QuickBooks caches its integration list at file-open time.




Migrating to TaxCloud from Avalara or another tax tool (QuickBooks Desktop)

Updating to TaxCloud's new Shopify App (June 2024)

Shopify Order Import in TaxCloud

Shopify Reporting FAQ

Connecting TaxCloud to Shopify

How to Mark Customers Tax Exempt in Shopify

Keeping your TaxCloud and Shopify collection states in sync 

Shopify

Why do my TaxCloud orders have Fallback rates in BigCommerce?

Connecting TaxCloud to BigCommerce

Marking a Customer Exempt in BigCommerce

Upgrading from the Legacy BigCommerce Integration

BigCommerce

How to connect my Odoo store to TaxCloud

How to Connect my TaxCloud Account to Odoo Sale (Loyalty)

How To Connect my TaxCloud Account to Odoo Sale (Loyalty) - Delivery

How to Connect my TaxCloud Account to Odoo eCommerce

How to Connect my TaxCloud Account to Odoo Sale

How to Connect my TaxCloud Account to Odoo Amazon/TaxCloud Bridge

How to Connect my TaxCloud Account to Odoo TaxCloud & Subscriptions

Upgrading TaxCloud Modules in Odoo

Odoo

Connecting TaxCloud to WooCommerce

Enabling Exemptions In TaxCloud for WooCommerce

How to Configure WooCommerce Order Capture Behavior with TaxCloud

Understanding WooCommerce Integration Modes

How to Download Debug Logs in TaxCloud for WooCommerce

How to Enable Rate Limiting in TaxCloud for WooCommerce

WooCommerce

Troubleshooting QuickBooks Online Tax Calculation Errors

QuickBooks Online Integration: How to Resolve a Missing Account, Product Code, or Sales Tax Item Error

Managing your QuickBooks Online Product Catalog TICs in TaxCloud

How the QuickBooks Online Integration Works

How to Fix QuickBooks Online Line Items Showing No Tax (TIC 99992)

Preparing Your Invoice for Accurate Tax Calculation

Calculating Sales Tax on QuickBooks Online Invoices

Managing Invoices with Multiple Payments in Quickbooks (Real-Time Integration)

Calculating Sales Tax on QuickBooks Online Sales Receipts

Calculating Sales Tax on Estimates

Calculating Sales Tax on Credit Memos

Calculating Sales Tax on Refund Receipts

Managing Exempt Customers in TaxCloud for QuickBooks Online

Changing the Sales Tax Display Mode for QuickBooks Online

Connecting TaxCloud to QuickBooks Online

Reconnecting the QuickBooks Online integration after auth invalidation

QuickBooks Online

Connecting TaxCloud to Adobe Commerce or Magento

Marking Customers Exempt in Adobe Commerce

Adobe Commerce & Magento

Connecting TaxCloud to Chargebee

Chargebee

Connecting TaxCloud to Miva

Miva

Building a direct API integration with TaxCloud

Video: How to add or disable an integration

How to Add and Manage Integrations in TaxCloud

Reviewing and Submitting an Exemption Certificate

Building a custom API connection with TaxCloud

General Integrations

Connecting TaxCloud to Stripe

How to Mark Customers Tax Exempt in Stripe

Stripe

CSV Upload

Set up your TaxCloud account for QuickBooks Desktop

Install the TaxCloud QuickBooks Plugin

Calculating and capturing tax in QuickBooks Desktop

TaxCloud QuickBooks Plugin settings reference

Assign product tax codes (TICs) in QuickBooks Desktop

Mark a customer tax-exempt in QuickBooks Desktop

Troubleshooting the TaxCloud QuickBooks Plugin

Keeping the TaxCloud QuickBooks Plugin updated

QuickBooks Desktop

Integrations

Getting Started

Account and Billing

Plans and Pricing

TaxCloud's APIs

General

Exemptions and Certificates

Support and Resources

State Notices and Licenses

Transactions and Reporting

Filing and Compliance

Tax Concepts

TaxCloud Onboarding Webinars

What is TaxCloud's Premium Trial?

How to Set Up and Manage Locations

How to Take Your Integration Live

Preparing For Onboarding

How to add/remove a contact from your TaxCloud account.

How to Update My New Business Address With The States?

Best Practices for your TaxCloud Account

Verify Your TaxCloud Account is Complete for Calculations

How to Enable & Disable Tax Collection in a State

How do I reset my Password?

Video: How to complete your TaxCloud Business Profile

How to Use Multi-Account Login

How to Close Your TaxCloud Account and Cancel Subscription

I have a new EIN. How does that impact my TaxCloud account?

TaxCloud Account Lockout Policy

How to change the email address on your TaxCloud account

Account Management

How to create a TaxCloud account?

Account Setup

How can I get a copy of my TaxCloud invoice receipt?

How Payment Methods Are Used For Billing and Tax Funding

How do I change my default payment method?

How to Add a Payment Method in TaxCloud

Understanding Your Plans & Billing Page

Billing and Payments

Understanding the difference between TaxCloud Starter and Premium Plans

Changing your TaxCloud Subscription Plan

Fee Schedule: Understanding TaxCloud Fees

What are API calls and what do they do?

Where to Find Your API Credentials

TaxCloud System Status

What happens if I go over my allotment of orders or filings?

What's the difference between a lookup and an order?

Understanding the Minnesota Delivery Fee

How to Speak to a member of each state's DOR

Does TaxCloud collect the Colorado Retail Delivery Fee (CO RDF)?

How do I find my Merchant Number?

What Services Does TaxCloud Provide?

Is TaxCloud collecting Illinois Retailer's Occupation Tax (ROT)?

What is a multi-state id or sstid?

How do I confirm a rate with TaxCloud?

What is a voluntary seller?

How to Speak to a Member of Each State's Tax Authority or Department of Revenue

Can TaxCloud help with my State Income Taxes?

What are Home Rule States?

Understanding Nexus Threshold Calculations

How to Add an Exemption Certificate to TaxCloud

How to Upload Exemption Certificates in Bulk

What is an Exemption Certificate?

TaxCloud Audit Support Overview

How to contact TaxCloud?

Does TaxCloud Handle Sales Tax License Renewals?

Nebraska - Enforcement of Lien Notice

How to register in a new state and obtain my Sales Tax License

Louisiana State Sales Tax Rate Update

Florida Hunting, Fishing, and Camping Sales Tax Holiday (Sept 8 – Dec 31, 2025)

When To Forward a State Notice to Taxcloud

Arkansas - Excise, Waste Tire or Withholding Wage Tax

California - CDTFA Statement of Account

Colorado SUTS Filing Reminder Notices

Connecticut - Delinquency Notice

Florida - Credit Memo

Indiana - Notice of Proposed Assessment

Michigan - Business Taxes Registration Summary of Changes

New Jersey - Certificate of Registration

North Carolina - Certificate of Registration

Rhode Island - Failure to Renew

Tennessee - Notice of Overpayment

Texas - Notice of Tax/Fee Due

Texas - Sales & Use Tax Return Paper Form

Wyoming - License Certificate

When does TaxCloud pull my tax funding?

Understanding Tax Reports and Drilling Into Transaction Details

Does Washington B&O (excise) Tax Appear in Your TaxCloud Reporting?

Understanding the differences between TaxCloud Tax Reporting and Your Platform's Tax Reporting

Using the Download Center for Reports

Reporting

How to Import Partial Refunds via CSV

CSV Template Required Fields and Column Descriptions

When is the deadline to upload my transactions to TaxCloud?

Why are exempt sales taxing in my import?

What is TaxCloud's policy regarding Transaction import timing?

How to Upload Transactions via CSV

Uploading Transactions via CSV

Uploading Historical and Marketplace Transactions via CSV

Transactions: Import and Export

Transaction Timestamp Policy

How to Filter Transactions with Advanced Search

Managing your transactions

How to manually return a transaction in TaxCloud?

Can I edit a transaction?

How to View and Share Transaction Details

How to Locate a Transaction URL in TaxCloud

Transactions: Overview

Navigating Your Tax Dashboard

Understanding TaxCloud's Filing Costs & Filing Subscription

What are TaxCloud Filing Fees?

Understanding Your Tax Reporting Page

What does it cost for TaxCloud to file for me in non-SST states?

Does TaxCloud file Withholding Tax?

Filing: General

How to Request TaxCloud to Begin Filing Sales Tax Returns

How do I confirm my filings have been submitted in SST / Streamline member states?

How to Stop Filings with TaxCloud

How can TaxCloud assist with Filing?

Enabling Filing in TaxCloud (via Thresholds Page)

I just got a filing frequency change notice, what should I do?

How do I know if TaxCloud is filing for me in a state?

Why might my Direct Filing ACH be less than what TaxCloud is saying I collected.