Export sales tax to QuickBooks DesktopLast updated on 10/20/2022
ServiceTitan’s integration with QuickBooks Desktop (QBD) allows you to track and manage sales tax in QuickBooks. With the integration, you’re able to associate ServiceTitan tax zones to QuickBooks sales tax items which automatically apply the right sales tax when invoices are exported.
Before you apply sales tax to your transactions and export them to QBD, you need to complete the setup in ServiceTitan and QuickBooks. The setup ensures your tax zones are mapped to QuickBooks sales tax items and that transactions with sales tax are accurately exported to QBD. To begin setup, first ensure QBD sales tax tracking is enabled and the proper method of tracking sales tax in QBD is selected.
With QBD you can manage sales tax manually or automatically. Make your selection based on your business’ accounting method, as ServiceTitan supports both.
Manual sales tax
Use the manual method if you want to send tax over to QuickBooks as a Service Item line item. To set up manual sales tax, see Basic sales tax setup for QuickBooks Desktop.
Enhanced sales tax
Use the enhanced sales tax method if your business calculates taxes inside QuickBooks. This setup matches the Tax zones in ServiceTitan to the Sales Tax Items in QuickBooks Desktop. To set up enhanced sales tax, see Set up QuickBooks Desktop sales tax.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.