Service Titan Knowledge Base

Find a Tax Item in QuickBooks Desktop: recommended workflowLast updated on 04/06/2022

This article explains how to find a Tax Item in Quickbooks Desktop. In the case of Batch export errors related to Tax Items, it is often necessary to locate the Tax Items related to the error in QuickBooks Desktop. The steps below outline how this is done.


Things to know

  • If you have received an Export Error and the Entity Type in the Export Error Reports determined to be Tax, you will need to check your QuickBooks Desktop for the corresponding Tax Item.  


Workflows

Find the Tax Item in the Item List

  1. Navigate to Lists > Item List.

  2. In the Search Bar, type the name of the Tax Item from the Error. For example, if the Tax Item is “ST Sales Tax”, you will type ST Sales Tax Payable in the Search Bar and click Search. The result will appear below.



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