IntegrationTrade exemptions
that are right
before you invoice.
Credenza keeps every trade customer in QuickBooks in step with the resale certificates behind them—so the taxable setting, the resale number, and the states it rests on are already correct when the invoice goes out.
Connect in a click · Your customers and the certificates already attached to them come in · Your invoices come back as trade program revenue.
Exempting a customer is a tax decision. It shouldn’t live in someone’s memory.
QuickBooks is where the invoice is raised, so it is where the exemption has to be right. Credenza holds the certificate, the states it covers, and the date it lapses—and writes that onto the customer record your team bills against, so the decision is on the page instead of in a folder someone has to go and check.
Every ambiguity resolves toward charging tax. Over-collecting is a line-item override your accountant can make in a moment; under-collecting is exposure you carry into an audit years later.
Hayes & Howe DesignYour books already know your trade clients.
Credenza makes them right.
Your customer book, as you keep it
Credenza reads your existing QuickBooks customers and files them the way your team already works—designers under the firm they work for, projects and your own internal records left out of it. You choose which customer types come in, and you see the counts before anything is written.
Certificates you already hold, read and filed
Resale certificates attached to those customers are opened and read for the state they cover, the number on them, and the date they lapse, then filed against the right client. Other business documents are recognized for what they are and left alone.
A taxable flag that keeps itself current
When a designer is approved, when a certificate arrives, expires, or is replaced, Credenza updates the customer record. The reason, the covered states, and the date it was last checked sit in Notes—beside whatever your team wrote there, which is never touched.
Nothing is written to your books
until you have seen it.
Connect QuickBooks.
One click from your Credenza dashboard. Nothing to install, nothing for your bookkeeper to configure, and you can disconnect whenever you like.
Look at your book before you import it.
Credenza shows you what it found and what it would leave out—retail customers, archived records, jobs rather than people—so you decide what counts as a trade client.
The certificates on file are read.
Every document attached to those customers is read for what it actually is, rather than trusted by its filename, and filed with the state and expiration date it carries.
After that, it maintains itself.
Approvals write the customer in. Expirations take the exemption back off. Your invoices come back to Credenza as trade program revenue.
Your ledger is the truest record of the program. Credenza reads it back.
Invoices raised in QuickBooks come back to Credenza each night and land on the firm that placed them—including the firms holding several customer records in your book, which a name-matched export never gets right.
That is what puts trade revenue, per-firm lifetime value, and spend-based tier upgrades on real numbers and powers customer segmentation.
The questions your books
can’t answer on their own.
Exempt in your books, nothing on file
The customers sitting non-taxable in QuickBooks with no live resale certificate behind them. It is the first thing an auditor asks to see, and until now the only way to find them was to open records one at a time.
A certificate that lapses mid-season
Certificates expire on their own schedule, and some states reset every December. Credenza tracks the date, asks the designer for the replacement, and takes the exemption off the QuickBooks customer if it doesn't arrive.
Coverage that stops at a state line
A designer registered in New York buying for a project shipping to Texas is not exempt in Texas. Credenza compares their resale certificate posture against your nexus states, and says so on the record your team bills against.
A firm, not an inbox
Design firms buy through several people, and your book already knows it. Credenza files each designer under their firm, so you invoice the person who ordered while seeing the whole firm's history and certificates behind them.
Frequently asked questions
Invoice your trade accounts with the exemption already right.
Connect QuickBooks from your Credenza dashboard and see your own book first—what would come in, what would stay out, and which certificates you are already holding.
Get started