QBO Error: Couldn’t export business unit “Business Unit Name”, the error: Tax code for invoice ######### is not specified.Last updated on 05/12/2023
This article explains the steps to solve the error “Couldn’t export business unit “Business Unit Name”, the error: Tax code for invoice ######### is not specified."
This error indicates you have not set a tax zone for that customer’s location in ServiceTitan.
Confirm address and set tax zone
An address must have a zip code in order for tax zones to be successfully applied automatically through your settings:
For the erroring out invoice in question pull up the customer’s service location and validate the address if necessary by clicking on the orange ‘?’ next to the address.
This will prompt you to set the location to a Google-validated address. If the address is not found or is unable to be validated, at minimum, you will need to manually enter a zip code.
Once the address is entered into the correct format, you will need to set your tax zones.
To set a tax zone in ServiceTitan, click the Settings icon. In the side panel, click Invoicing > Tax Zones.
Here, you can assign customers to an existing tax zone or create a new one. Be sure you click Set Tax Zones when you have finished.
On the Accounting Page, pull up the Batch with the error unpost/repost the batch > Right Click + Reload anywhere on the screen to hard refresh the page > export the Batch.
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.