--- title: "Set up manual tax in QBO with Touchless Integration" slug: "set-up-manual-tax-in-qbo-with-touchless-integration" updated: 2026-03-27T17:58:47Z published: 2026-03-27T17:58:47Z --- > ## 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. # Set up manual tax in QBO with Touchless Integration ## Overview Manual tax setup in QuickBooks Online (QBO) integrates seamlessly with Touchless Integration, providing you with a streamlined workflow if you prefer not to use the *Automated Sales Tax* feature with QBO. This process allows for accurate tax handling by leveraging tax zones configured in ServiceTitan and mapping them to a designated sales tax payable account in QBO.     ---             ###                     #### Who uses this feature                                                     - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types - Applies to all trades                                                         #### Feature configuration                                                     - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.                                         ## Things to know - This workflow only applies if you are integrated with QuickBooks Online through the *Touchless Integration* feature. For more, see [Touchless Integration overview](/v1/docs/touchless-integration-overview). - You must have your tax zones configured in ServiceTitan showing the correct tax rate. For example, if a customer charges 6% sales tax, a tax zone with that rate must exist. For more, see [Set up sales tax in ServiceTitan](/v1/docs/set-up-sales-tax-in-servicetitan). - No additional tax items need to be created in ServiceTitan as long as the correct tax zones are in place. - You do not need to map individual tax zones to a GL account in ServiceTitan. All sales tax entries, regardless of their tax zones in ServiceTitan, will be posted to the single GL account in QBO designated for sales tax. ## How it works When using the manual sales tax setup with *Touchless Integration*, you no longer need to manually map each item to a GL account. - ServiceTitan tax zones define the tax rates and calculations for transactions. ![Journal entry summary showing accounts and sales tax payable details for November 2024.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-manual-tax-in-qbo-with-touchless-integration-image-61pnyogo.png) - These tax amounts are exported directly to QBO and recorded in the *Sales Tax Payable* general ledger account. ![Balance sheet showing liabilities, including highlighted sales tax payable amount.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-manual-tax-in-qbo-with-touchless-integration-image-ejrdjrp0.png) - Tax payments are managed in QBO by reconciling the *Sales Tax Payable* account with collected taxes. ![Transaction report showing sales tax payable details and account balances for 2024-2025.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-manual-tax-in-qbo-with-touchless-integration-image-huz8rupo.png) ## Set up manual sales tax with Touchless Integration To use manual sales tax tracking in QBO while using *Touchless Integration*, do the following: 1. Set up sales tax by tax zone in ServiceTitan 2. Ensure you have a GL account in QuickBooks Online designated for sales tax 3. Confirm that tax account names between ServiceTitan and QBO match ## Step 1: Set up sales tax by tax zone The Sales Tax by Tax Zone setup allows sales tax to be tracked by location-specific rates. To do this, you need to create tax zones and set the tax rates for each tax zone. To set up your tax zones in ServiceTitan: 1. Go to the navigation bar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**. 2. In the side panel, go to **Invoicing > Tax Zones.** 3. Click **Add Tax Zone**. ![Interface for managing tax zones with options to add or set tax zones.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-manual-tax-in-qbo-with-touchless-integration-image-hnjq1jkf.png) 4. Enter a **Name**for the tax zone. For example, you can enter *Glendale* or *Los Angeles County.* 5. Enter a **Tax Rate**. 6. Enter the zip codes you service into the **ZipCodes**field. This is how ServiceTitan determines which tax zones are assigned to your customers. - If you have certain sales tax rates that only apply to one or more zip codes, enter that zip code or those zip codes. - If you have one rate for all zones for your business, you can enter an asterisk (*) instead of listing the zip codes. This assigns the tax zone to every customer by default, unless their address has a zip code that is listed in another tax zone. - If you don't want taxes to be calculated and instead want taxes applied on a job-by-job basis for the zone, leave the **ZipCodes** field blank. ![Form to add a tax zone with fields for name, rate, and zip codes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-manual-tax-in-qbo-with-touchless-integration-image-86dp98vn.png) 7. Click **Save**and repeat these steps for each tax zone as needed. 8. After creating the tax zones, click **Set Tax Zones**. This applies the changes and assigns your customers their respective tax zones. ## Step 2: Ensure you have a GL account in QBO for sales tax Make sure you have a GL account in QuickBooks Online designated for sales tax and label this account *Sales Tax Payable*. All sales tax amounts exported are posted to this GL account. For more on creating a GL account in QBO, see [Set up GL accounts in QuickBooks Online](/v1/docs/qbo-onboarding-step-2-set-up-gl-accounts-in-qbo). ## Step 3: Confirm tax account names match Confirm that the default tax account names both ServiceTitan and QBO match. For example, the account name *Sales Tax Payable* in ServiceTitan should also be labeled the same in QBO. This maps the accounts and ensures all sales tax amounts exported from ServiceTitan are posted correctly in QBO. ![General ledger accounts showing Sales Tax Payable and its description for tax charges.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-manual-tax-in-qbo-with-touchless-integration-image-t1g2fqmk.png) ## Review tax collected To review tax collected during specific time periods, you can use the following tax reports in ServiceTitan. These reports provide a breakdown of tax amount by tax zone, invoice, and collection date, helping you ensure accuracy and compliance when remitting taxes. - [Tax Zone Report](/v1/docs/tax-zone-report-guide) - [Tax Detail Report](/v1/docs/legacy-tax-detail-report-guide) ![Search bar displaying tax report options for detailed financial analysis.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-manual-tax-in-qbo-with-touchless-integration-image-xmynw67w.png) ## Paying sales tax When paying sales tax, you can write a check directly against the *Sales Tax Payable* ledger account to reduce its balance. ## Want to learn more? - See [Touchless Integration overview](/v1/docs/touchless-integration-overview) - See [Set up manual sales tax in QBO](/v1/docs/set-up-manual-sales-tax-in-qbo)