--- title: "How to Resolve Tax Differences Between Quickbooks and ServiceTitan Invoices" slug: "resolve-tax-differences-between-qb-and-st-invoices" updated: 2026-10-15T00:19:54Z published: 2026-10-15T00:19:54Z canonical: "help.servicetitan.com/resolve-tax-differences-between-qb-and-st-invoices" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Resolve Tax Differences Between Quickbooks and ServiceTitan Invoices ## Problem Invoices were supposed to be tax exempt in ServiceTitan but were not, causing discrepancies between ServiceTitan and Quickbooks. The payment was applied correctly in ServiceTitan, but when exported to Quickbooks, the amount did not add up correctly. ## Solution 1. To make sure taxes are applied correctly: 1. If you are charging tax on a customer or location level, make sure the **Taxable** option is selected on the [Customer Record or the Location Record](/construction/docs/customer-and-location-records-overview#view-a-customer-or-location-record) detail. 2. If you are charging tax on the Pricebook level, go to each service in the Pricebook and make sure the **Taxable** option is selected. 2. To correct an invoice with taxes charged: 1. [Create an adjustment invoice](/construction/docs/create-an-adjustment-invoice). 2. Add a negative payment with the amount of the tax charged, and select the payment type Refund for the negative payments. 3. Check the invoice balance to make sure it is properly adjusted. 4. Create a Batch and place the adjustment invoice and negative payment you just created. 5. [Bypass the export](/construction/docs/bypass-exporting-a-batch-to-accounting-software) on this batch. 6. Edit the payments in Quickbooks manually to make sure the balances match with ServiceTitan. ## FAQ --- ### #### Why is the sales tax on my ServiceTitan invoice different from the sales tax on my QuickBooks invoice? If the sales tax on your ServiceTitan invoice is different from the sales tax on your QuickBooks invoice, it might be because: - Your tax Zones are not set up correctly in ServiceTitan. Your tax zones should match the rates you have set up for your customers in QuickBooks. For setup instructions, click here. - You have not set up your sales tax items correctly in QuickBooks. For setup instructions, click here. - You have not assigned the correct sales tax item to your customer in QuickBooks. For setup instructions, click here. #### How can I troubleshoot tax issues on invoices? Start by checking whether each task on the invoice is correctly marked as taxable. If a pricebook item was recently changed from non-taxable to taxable, remove and re-add the task to apply the update. Next, review your tax zone mapping in QuickBooks integration settings to confirm zones are linked correctly. Finally, validate customer addresses to ensure ServiceTitan assigns the proper tax zone for each invoice. #### Why is the sales tax on my ServiceTitan invoice different from the sales tax on my QuickBooks invoice? If your sales taxes are different, ensure that sales tax is not populating in the tax field on the QuickBooks invoice. Sales tax amounts should show as line items. If sales tax is populating in the sales tax field on the invoice: - Ensure the customer is set as non-taxable. You can change this by navigating to **Customer > Customer Center > Customer Name > Edit Pencil > Sales Tax Settings > Tax Code.** - Ensure the services are set as non-taxable. You can change this by navigating to **Lists > Item List > Item Name >** Right-click **> Edit Item > Tax Code.** The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)