Onboarding

Set up ServiceTitan and QuickBooks Online to make sure your financial records transfer seamlessly to QuickBooks Online.

Sales tax setup

With the integration, you can associate ServiceTitan tax zones to QuickBooks sales tax rate which automatically applies the proper sales tax when invoices are exported.

Step 1: Choose sales tax method

Select how you want your sales tax to be tracked in QuickBooks Online.

Step 2: Set up sales tax in QuickBooks Online

After selecting a method, set up your sales tax tracking in QuickBooks Online.

You can set tax zones in ServiceTitan by going to Settings > Tax Zones. For more information, see Sales tax setup: Sales Tax by tax zone.

Ensure you have checked Charge multiple taxes for this zone. If you can't see that option when you are editing your tax zones, contact Technical Support for details to configure your account.

Sales tax may not populate on your ServiceTitan invoice if tax zones are not set up correctly. To ensure tax zones are set up correctly:

• Make sure each zone has the correct zip codes assigned.
• Ensure your customers' addresses are Google verified.
• Once you have set the tax zones, you must click Set Tax Zones to apply the settings to your customers.
• You can manually add a tax zone to a customer by going to Search > Customer Name > Location > Edit Pencil > Tax Zone.
• The service or equipment is not set as taxable. Your service/equipment must be set as taxable for sales tax to be applied. Go to Settings > Pricebook > Services or Settings > Pricebook > Equipment, and click into the service or equipment. Ensure the box beside the Taxable field is checked.

You can check your sales tax liabilities for each tax zone by running a QuickReport in QuickBooks. To run the QuickReport:

1. Go to Lists > Item List.
2. In the Look for search bar enter the name of the sales tax.
3. At the bottom of the window, select Reports > QuickReport.

If you are receiving another type of error, ensure your services and equipment are mapped to the appropriate account or class in QuickBooks.

Batches (batch number and name) are not sent to QuickBooks so you cannot search for a specific batch. Instead, you can search for the individual transactions that exist in the batch.

1. Go to QuickBooks Online and select the magnifying glass on the toolbar.
2. Enter the date, amount, or transaction number you're looking for, then select the desired transaction.
3. If the transaction you're looking for does not appear on the results list, select Advanced Search.
4. Adjust the filters to find the type of data you want.
5. To make the search easier, you can look up invoices by customer: from the left menu, select Sales, then Customers, and select a customer to view their transactions.
6. If you're still having issues, clear cache and cookies on your browser.

Return transaction types do not export to QuickBooks Online. You will need to batch these transactions, bypass them in ServiceTitan, and manually create them in QuickBooks Online.

Inventory adjustments do not export to QuickBooks Online. They do not carry dollar value as they only adjust item quantity. You can batch inventory adjustments and bypass them in ServiceTitan, then create the inventory adjustments manually in QuickBooks Online.

To activate QuickBooks Online sync after switching from QuickBooks Desktop, contact your Customer Success Manager (CSM). You must have admin privileges when contacting your CSM.

Yes. Mac users can connect directly to QuickBooks Online (QBO) because it uses a cloud-based API integration — no third-party software or web connector is required. The RightWorks integration is only needed for QuickBooks Desktop (QBD), which relies on the web connector. Mac users can simply set up the direct QBO integration in ServiceTitan to sync their accounting data seamlessly.