How to Resolve Tax Differences Between Quickbooks and ServiceTitan Invoices

Problem

Invoices were supposed to be tax exempt in ServiceTitan but were not, causing discrepancies between ServiceTitan and Quickbooks. The payment was applied correctly in ServiceTitan, but when exported to Quickbooks, the amount did not add up correctly.

Solution

1. To make sure taxes are applied correctly:

   1. If you are charging tax on a customer or location level, make sure the Taxable option is selected on the Customer Record or the Location Record detail.

   2. If you are charging tax on the Pricebook level, go to each service in the Pricebook and make sure the Taxable option is selected.

2. To correct an invoice with taxes charged:

   1. Create an adjustment invoice.

   2. Add a negative payment with the amount of the tax charged, and select the payment type Refund for the negative payments.

   3. Check the invoice balance to make sure it is properly adjusted.

   4. Create a batch and place the adjustment invoice and negative payment you just created.

   5. Bypass the export on this batch.

   6. Edit the payments in Quickbooks manually to make sure the balances match with ServiceTitan.