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Finance Integrations

QuickBooks Online + Avalara AvaTax transaction flow

Built Correct owns the operational workflow and transaction orchestration. AvaTax remains the tax authority for jurisdictional tax determination, and QuickBooks Online remains the accounting ledger. Built Correct normalizes customer, job, line-item, exemption, invoice, payment, and commission data so finance teams have one controlled workflow with auditable handoff to tax and accounting systems.

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AvaTax Configuration → QuickBooks Dashboard →

Workflow Layer

Built Correct

•Lead-to-cash workflow
•Customer / job data
•Estimate and invoice line items
•Material / labor / sundry / freight classification
•Exemption document storage
•Approval gates and audit trail
•Reporting and operational visibility

Tax Authority

Avalara AvaTax

•Jurisdiction tax determination
•State / county / city / special district breakdown
•Taxability rules by line type
•Exemption handling
•Transaction tax audit trail
•Optional certificate management path

Accounting Ledger

QuickBooks Online

•Accounting ledger
•Customer and invoice posting
•Payment application
•AR visibility
•Sales tax liability posting
•Revenue / account mapping
•Reconciliation support

QuickBooks Online

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Avalara AvaTax

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Live calculation status will display once /api/finance-integrations/status responds.

Transaction flow

From customer record through accounting ledger posting and reporting visibility.

Built Correct AvaTax QuickBooks Online

1

Customer / Job
Built Correct

Customer identity, billing contact, job address, and tax/exemption status captured at intake.
2

Estimate Created
Built Correct

Sales rep builds the quote with rooms, products, services, and margin guardrails. Estimate is the system-of-record for the sale.
3

Line Items Classified
Built Correct

Built Correct separates material, labor, sundries, freight, and install-related charges before tax determination.
4

AvaTax Request
AvaTax

Built Correct sends address, customer, exemption, transaction date, and line-item tax code data to AvaTax.
5

Tax Response Stored
AvaTax → Built Correct

Jurisdiction breakdown, taxable/exempt outcome per line, and AvaTax audit reference are persisted alongside the transaction.
6

Invoice Finalized
Built Correct

Approval gates clear, deposit and final invoices are produced with tax, exemption, and audit references intact.
7

QBO Transaction Mapping
QuickBooks Online

Finalized invoices, payments, tax, revenue accounts, and customer balances are mapped into QuickBooks Online.
8

Payments / AR / Reporting
QuickBooks Online + Built Correct

Payment events apply to invoices; AR aging, sales tax liability, and revenue rollups remain reconcilable across both systems.

Request payload

Built Correct → AvaTax

illustrative

{
  "customerCode": "DEMO-COMMERCIAL",
  "documentType": "SalesInvoice",
  "transactionDate": "2026-05-26",
  "jobAddress": {
    "city": "Charlotte",
    "state": "NC",
    "postalCode": "28202"
  },
  "exemptionCertificate": "EXEMPT-2026-004",
  "lines": [
    {
      "lineType": "material",
      "taxCode": "FLOORING-MATERIAL",
      "amount": 16900.00
    },
    {
      "lineType": "labor",
      "taxCode": "INSTALL-LABOR",
      "amount": 2550.00
    },
    {
      "lineType": "sundries",
      "taxCode": "INSTALL-SUNDRIES",
      "amount": 1785.00
    }
  ]
}

Response payload

AvaTax → Built Correct

illustrative

{
  "status": "calculated",
  "taxAmount": 0.00,
  "exemptionApplied": true,
  "jurisdictions": [
    "North Carolina",
    "Mecklenburg County"
  ],
  "auditReference": "AVATAX-DEMO-9000",
  "lineBreakdown": [
    {
      "lineType": "material",
      "taxable": false,
      "reason": "exemption certificate applied"
    },
    {
      "lineType": "labor",
      "taxable": false,
      "reason": "jurisdiction labor rule / exemption"
    }
  ]
}

Payloads shown are representative of the integration pattern. Final field mapping is configured during implementation based on Flooring Studio’s AvaTax company code, tax codes, nexus settings, and exemption workflow.

QuickBooks Online mapping

How Built Correct records translate into QBO transactions and account postings.

Built Correct Record	QuickBooks Online Mapping	Notes
Customer	Customer	Customer identity, billing contact, tax/exemption status
Estimate	Estimate or non-posting quote	Based on Flooring Studio accounting preference
Deposit Invoice	Invoice	Deposit billing and AR visibility
Final Invoice	Invoice	Final billing, tax, revenue, and balance
Customer Payment	Payment	ACH / card / check application to invoice
Tax Amount	Sales Tax Liability / AvaTax result	AvaTax determines tax, QBO receives mapped tax result
Material Revenue	Income Account	Product / category mapping
Labor Revenue	Income Account	Install labor account mapping
Inventory Cost	COGS / Inventory Asset	Based on Flooring Studio inventory accounting policy
Commission	Expense / payroll export / reporting only	Final handling configured with Flooring Studio finance team
Credit / Refund	Credit Memo / Refund Receipt	Based on transaction type

Tax governance matrix

Who owns what across the multi-state, multi-line-type tax workflow.

Tax Requirement	Built Correct Handling	AvaTax Role	QBO Role
Multi-state footprint	Captures job/customer state and jurisdiction inputs	Determines tax using nexus / rules	Records finalized transaction
Material taxability	Classifies line items	Applies tax code / rules	Receives mapped tax amount
Labor taxability	Separates labor from material	Applies jurisdiction-specific labor rules	Posts final invoice / account mapping
Sundries / freight	Separate taxable categories	Applies configured tax codes	Posts mapped revenue / tax
Exempt customers	Stores certificate and customer flag	Validates / applies exemption logic	Receives exempt transaction result
Audit trail	Stores request / response / tax decision metadata	Returns calculation details / reference	Supports accounting reconciliation
Corrections	Tracks changes and recalculation events	Recalculates / voids / adjusts as needed	Receives adjusted transaction mapping

Implementation choices for your finance team

Implementation scoping questions. Answering these locks the chart-of-accounts mapping, the tax provider footprint, and the approval policy.

Tax footprint

· Which states + jurisdictions need live tax (full 10–15 state list, or staged rollout)?
· Is AvaTax / TaxJar / Sovos preferred, or should we extend the native engine?
· How are exemption certificates collected and renewed today?

QBO mapping

· Which QBO income accounts map to material / labor / sundries / freight?
· Are deposit invoices booked as liabilities or as advance revenue?
· What cadence: real-time posting, nightly batch, or manual review queue?

Policy & approvals

· Standard deposit percentage and short-pay threshold for material-order release?
· Who approves tax overrides, refunds, credit memos, and margin overrides?
· Commission eligibility gates beyond installed / invoiced / paid in full?

Audit & reconciliation

· AR aging tolerance — at what day count does collections escalate?
· Conflict-resolution owner when QBO and platform disagree on a transaction?
· Required reconciliation cadence for tax-liability and commission payout?

Related configuration surfaces

Deeper pages for tax rules, QBO health, and operational money views.

Tax

AvaTax Configuration

Jurisdictions, exemption certificates, taxability rules, calculation log.

Accounting

QuickBooks Dashboard

Connection health, sync mappings, conflicts, event log.

Money

Money Workbench

Deposits, invoices, A/R, commissions, AvaTax / QBO operational view.

Integrations

.NET Project System

Lead-source and project-system event log, retries, conflict review.

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Integrations

Finance Integrations

Built Correct

Avalara AvaTax

QuickBooks Online

Transaction flow

Built Correct → AvaTax

AvaTax → Built Correct

QuickBooks Online mapping

Tax governance matrix

Implementation choices for your finance team

Related configuration surfaces