--- title: "QuickBooks Online Home" slug: "quickbooks-online-1" updated: 2026-06-10T12:30:29Z published: 2026-06-10T12:30:29Z --- > ## 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. # QuickBooks Online Home

QuickBooks Online

Integrate QuickBooks Online with ServiceTitan to sync your financial data between the two platforms. This makes sure your financial records are accurate, up-to-date, and eliminates manual data entry.

New to QuickBooks Online? Start here Jump to key workflows

Product overview

See QuickBooks Online in action

Watch how ServiceTitan integrates with QuickBooks Online to sync financial data, automate exports, and keep your records accurate across both platforms.

Setup

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

Setup checklist

Data flow mapping

Download the data flow diagram to understand how ServiceTitan and QuickBooks Online exchange data.

What you need to get started

To get started with our QuickBooks Online integration, reach out to your Customer Success Manager (CSM).

Required access

Available to all ServiceTitan customers. Contact your Customer Success Manager (CSM) to enable the QuickBooks Online integration.

Once setup is complete

Automatically sync invoices, payments, expenses, and sales tax between ServiceTitan and QuickBooks Online — eliminating manual data entry.

QuickBooks Online data flow mapping diagram
Advanced Setup — QuickBooks Online

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.

Key workflows

Core workflows for syncing, exporting, and reporting with QuickBooks Online.

How QuickBooks Online integration works

Get a clear understanding of how ServiceTitan interacts with QuickBooks Online.

Difference between QuickBooks Desktop and QuickBooks Online

The integrations between QuickBooks Desktop and QuickBooks Online do not function in the same way. Learn the differences in how data is exported between ServiceTitan, QuickBooks Desktop, and QuickBooks Online.

Exporting

Exporting transactions in ServiceTitan to QuickBooks Online transfers financial data such as invoices, payments, and expenses from ServiceTitan into QuickBooks. This process makes sure that all transactions recorded in ServiceTitan are accurately reflected in QuickBooks. Explore the different exporting workflows you can perform to sync financial data between ServiceTitan and QuickBooks.

QuickBooks Online workflows

These workflows explain how to navigate and take actions in QuickBooks Online.

Reporting

Use the Transactions Reconciliation Report and AR Transactions reports to reconcile accounts, gain insights on your cash flow, and monitor your financial performance.

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Troubleshooting

Step-by-step guides to resolve the most common issues.

Frequently Asked Questions

How do I set up tax zones?

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.

Why can't I see the tax rate table (to add multiple tax rates) in ServiceTitan for my tax zones?

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.

Why isn't sales tax showing on my ServiceTitan invoice?

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.
How can I see what my sales tax liabilities are?

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.
What should I do if I am receiving another error on the Pending Export Report?

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

Where can I find an exported batch within QuickBooks Online?

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.
What transaction type do returns export to?

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.

Can I export inventory adjustments to 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.

How do I activate QuickBooks Online sync after switching over from QuickBooks Desktop?

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.

Can Mac users connect directly to QuickBooks Online without using a third-party service?

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.