Service Titan Knowledge Base

QuickBooks Desktop Users - FAQLast updated on 06/07/2022

How do I set up tax zones?

How do I track multiple sales taxes within my tax zone?

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

Why isn’t sales tax showing on my QuickBooks invoice?

How can I see what my sales tax liabilities are?

Why is the sales tax on my ServiceTitan invoice different from the sales tax on my QuickBooks invoice?

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

Why can’t I see the “Sales Tax Item” field in ServiceTitan for my tax zones?

What should I do if I am receiving “Error: There is an invalid reference to QuickBooks Item...” on the Pending Export Report?

What should I do if I am receiving “Error: There is an invalid reference to QuickBooks Item “Sales Tax Payable”…” on the Pending Export Report?

What should I do if I am receiving “Error: There is an invalid reference to QuickBooks Item “TAX0001”…” on the Pending Export Report?

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

How can I see if my invoices are exporting successfully to QuickBooks?

How do I create a refund adjustment invoice in ServiceTitan if a general income account is used?

How do I issue a refund for a financed customer?

How to do I record a refund after money has already been issued to my customer?

How do I create a refund adjustment invoice when the original invoice has not yet been exported?

If my technician changes the price (or description) of an equipment in ServiceTitan when creating an invoice, what will happen?

What if I need to un-deposit a fund from my bank?

If my technician changes the price (or description) of a chargeable material in ServiceTitan when creating an invoice, what will happen?

My account doesn’t have an account number in QuickBooks?

What accounts should I do this for?

If I change the account mapping for my Pricebook item will they update automatically in QuickBooks?

Why can’t I see the Add an adjustment invoice option on my invoice?

Why doesn’t the sales tax on my adjustment invoice match the sales tax on the original invoice?



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.