Service Titan Knowledge Base

Map sales tax and shipping on bills to general ledger accountsLast updated on 06/17/2022

If you use Payables to track spending in your business, you can map sales tax and shipping on bills to general ledger (GL) accounts to ensure accuracy when you export to QuickBooks Desktop.

Note: If your account is connected to Intacct, then this mapping is only required for non-PO bills that are created directly from the Accounting > Bills screen (instead of bills converted from a receipt).


Things to know

  • If you haven’t already enabled Payables, see Set up Payables.

  • To map non-item costs on bills to general ledger accounts, see Map non-item costs on bills to general ledger accounts.

  • If you use the Purchasing Module, Purchasing appears in the main navigation bar and in the side panel.

  • If you use the Inventory Module, Inventory appears in the main navigation bar and in the side panel.


Map sales tax and shipping on bills to GL accounts

  1. Go to the navigation bar and click Settings settings.png.

  2. In the side menu, click Purchasing or Inventory, then click Configuration. Inventory Configuration opens.

  3. Click the Purchasing tab.

  4. Go to the General Ledger Account Mapping section and click Setup GL Account Mapping.

    The Map General Ledger Accounts pop-up opens.

  5. From the Shipping dropdown, select the GL account to be impacted by shipping when the bill is exported.

  6. From the Tax dropdown, select the GL account to be impacted by tax when the bill is exported.

  7. When you’re finished, click Save and Confirm.

Note: To learn more about other settings in this screen, see Inventory and Purchasing configurations.


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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.


Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.