Map ServiceTitan tax zones to QuickBooks Desktop tax ratesLast updated on 02/28/2023
To automate sales tax tracking when you export invoices to QuickBooks Desktop (QBD), map ServiceTitan tax zones to the equivalent tax rates or group in QBD. This ensures ServiceTitan and QBD use the same tax rate to calculate sales tax. Before you begin mapping, make sure you set up tax rates in QuickBooks and tax zones in ServiceTitan.
Things to know
When you export an invoice with sales tax:
ServiceTitan exports sales tax to the TAX field on the invoice in QuickBooks.
The tax zone used in ServiceTitan appears in the item description of the invoice in QuickBooks, which allows you to quickly confirm that both systems have the same sales tax calculated.
If an invoice item is taxable in ServiceTitan, it’s marked as taxable on the invoice in QuickBooks.
Map tax zones to tax rates
To map ServiceTitan Tax Zones to QuickBooks Sales Tax:
Go to the navigation bar and click Settings
.In the side panel, click Integrations > QuickBooks Desktop.
Under Settings, click Edit for Tax Zones Assigned.
The connection pop-up opens.
Select the connection that matches your ServiceTitan username. Map Sales Tax Zones opens.
If you don’t have ServiceTitan tax zones, click Import Tax/Items Groups to upload them from QuickBooks Desktop.
If you have ServiceTitan zones set up in ServiceTitan, a list of your QuickBooks sales tax rates are imported to ServiceTitan. Click the QuickBooks Sales Tax dropdown for each ServiceTitan Tax Zone and select a QuickBooks sales tax rate you want to map it to.
Note: Make sure that the tax zone rate in ServiceTitan is the same rate on the QuickBooks sales tax item rate.
When you’re done, click Save.
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Want to learn more?
Go back to ServiceTitan Web Connector to QuickBooks Desktop for more on this topic
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.