dynamiczip:faq:rate_and_boundary_import_checklist
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dynamiczip:faq:rate_and_boundary_import_checklist [2015/12/14 22:54] – chuck | dynamiczip:faq:rate_and_boundary_import_checklist [2020/06/15 15:24] (current) – [Import Nontaxable States] chuck | ||
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====== Rate and Boundary Import Checklist ====== | ====== Rate and Boundary Import Checklist ====== | ||
- | **NOTE:** For first time installations, | ||
- | Please see [[dynamiczip: | + | Click here for a [[https:// |
- | ===== Import ===== | + | |
+ | **// | ||
+ | |||
+ | ===== Before Importing ===== | ||
+ | |||
+ | Please see [[dynamiczip: | ||
+ | |||
+ | ===== Import | ||
- Open the [[dynamiczip: | - Open the [[dynamiczip: | ||
- | - Select the Import Source. Select | + | - Select the [[dynamiczip: |
- | - Select to import | + | - Select to import |
- | - [[dynamiczip: | + | |
- | - [[dynamiczip: | + | |
- | - [[dynamiczip: | + | |
- | - [[dynamiczip: | + | |
- | - [[dynamiczip: | + | |
- [[dynamiczip: | - [[dynamiczip: | ||
- Tax on Purchases. Select this if you want to import use tax for Purchases. | - Tax on Purchases. Select this if you want to import use tax for Purchases. | ||
- Enter or select the [[dynamiczip: | - Enter or select the [[dynamiczip: | ||
- | - SQL Optimize should be selected. | + | - [[dynamiczip: |
- [[dynamiczip: | - [[dynamiczip: | ||
- Specify the [[dynamiczip: | - Specify the [[dynamiczip: | ||
- | - Click the Import button. | + | - Click the Import button |
- | - Clicking | + | |
+ | ===== Import Nontaxable States ===== | ||
+ | |||
+ | - Open the [[dynamiczip: | ||
+ | - Select the [[dynamiczip: | ||
+ | - Select to addresses only for your group of nontaxable states. | ||
+ | - Enter or select the [[dynamiczip: | ||
+ | - [[dynamiczip: | ||
+ | - [[dynamiczip: | ||
+ | - Specify your nontaxable [[dynamiczip: | ||
+ | - Click the Import button | ||
+ | |||
===== After Import Completes ===== | ===== After Import Completes ===== | ||
+ | |||
==== Validate and Update Addresses ==== | ==== Validate and Update Addresses ==== | ||
* [[dynamiczip: | * [[dynamiczip: | ||
Line 32: | Line 47: | ||
==== Update tax on unposted transactions ==== | ==== Update tax on unposted transactions ==== | ||
+ | |||
If you want to roll the newly imported tax rate and boundary changes out to existing documents that have not been posted, please see: | If you want to roll the newly imported tax rate and boundary changes out to existing documents that have not been posted, please see: | ||
* [[dynamiczip: | * [[dynamiczip: | ||
* [[dynamiczip: | * [[dynamiczip: | ||
+ | * [[dynamiczip: | ||
---- | ---- | ||
[[dynamiczip: | [[dynamiczip: | ||
- | [[dynamiczip: | + | [[dynamiczip: |
- | + | [[dynamiczip: | |
+ | ]] |
dynamiczip/faq/rate_and_boundary_import_checklist.1450133658.txt.gz · Last modified: 2015/12/14 22:54 by chuck