How do I set up tax zones?
You can set tax zones in ServiceTitan by going to Settings > Tax Zones. For more information, see Sales tax setup: Sales Tax by tax zone.
Why can't I see the tax rate table (to add multiple tax rates) in ServiceTitan for my tax zones?
Ensure you have checked Charge multiple taxes for this zone. If you can't see that option when you are editing your tax zones, contact Technical Support for details to configure your account.
Why isn't sales tax showing on my ServiceTitan invoice?
Sales tax may not populate on your ServiceTitan invoice if tax zones are not set up correctly. To ensure tax zones are set up correctly:
Make sure each zone has the correct zip codes assigned.
Ensure your customers' addresses are Google verified.
Once you have set the tax zones, you must click Set Tax Zones to apply the settings to your customers.
You can manually add a tax zone to a customer by going to Search > Customer Name > Location > Edit Pencil > Tax Zone.
The service or equipment is not set as taxable. Your service/equipment must be set as taxable for sales tax to be applied. Go to Settings > Pricebook > Services or Settings > Pricebook > Equipment, and click into the service or equipment. Ensure the box beside the Taxable field is checked.
How can I see what my sales tax liabilities are?
You can check your sales tax liabilities for each tax zone by running a QuickReport in QuickBooks. To run the QuickReport:
Go to Lists > Item List.
In the Look for search bar enter the name of the sales tax.
At the bottom of the window, select Reports > QuickReport.
What should I do if I am receiving "Error: There is an invalid reference to QuickBooks Item..." on the Pending Export Report?
If you are receiving this error, you may need to:
Set up a QuickBooks item for the tax zone.
Go to Settings > Tax Zones and ensure a QuickBooks item is linked to each tax zone.
What should I do if I am receiving another error on the Pending Export Report?
If you are receiving another type of error, ensure your services and equipments are mapped to the appropriate account or class in QuickBooks.
Why is the sales tax on my ServiceTitan invoice different from the sales tax on my QuickBooks invoice?
If your sales taxes are different, ensure that sales tax is not populating in the tax field on the QuickBooks invoice. Sales tax amounts should show as line items.
If sales tax is populating in the sales tax field on the invoice:
Ensure the customer is set as non-taxable. You can change this by navigating to Customer > Customer Center > Customer Name > Edit Pencil > Sales Tax Settings > Tax Code.
Ensure the services are set as non-taxable. You can change this by navigating to Lists > Item List > Item Name > Right-click > Edit Item > Tax Code.
Where can I find an exported batch within QuickBooks Online?
Batches (batch number and name) are not sent to QuickBooks so you cannot search for a specific batch. Instead, you can search for the individual transactions that exist in the batch.
Go to Quickbooks Online and select the magnifying glass on the toolbar.
Enter the date, amount, or transaction number you're looking for, then select the desired transaction.
If the transaction you're looking for does not appear on the results list, select Advanced Search.
Adjust the filters to find the type of data you want. For example, use the following filters to find all transactions from the past 30 days with a value of $100:
Change Reference no. to Last Modified Date.
Change Today to Past 30 Days.
Select Search. A list of transactions that meet your filters appear.
Narrow the list by changing Last Modified Date to Amount. Choose Equals from the second drop-down, then type 100.
Narrow the list by changing Last Modified Date to Amount. Choose Equals from the second drop-down, then type 100.
Select Add Filter.
To make the search easier, you can search up the invoices associated with that customer searching using the customer's name:
From the left menu, select Sales, then Customers.
Select a customer to view the transactions.
If you're still having issues with searching, clear cache and cookies on your browser.
Will material items on a purchase order display the assigned category in QuickBooks Online?
No, material items from a purchase order do not display the assigned categories in QuickBooks Online.
Does customer mapping exist for QBO?
No, customer mapping exists only for QBD.
Do I need to enable the QBO International Edition configuration for Canadian users?
Yes, you do.
What transaction type do returns export to?
Return transaction types do not export to QuickBooks Online. You will need to batch these transactions, bypass them in ServiceTitan, and manually create them in QuickBooks Online.
Can I export inventory adjustments to Quickbooks Online?
Inventory adjustments do not export to Quickbooks Online. They do not carry dollar value as they only adjust item quantity.
You can batch inventory adjustments and bypass them in ServiceTitan. Then create the inventory adjustments manually in QuickBooks Online.
Why are the materials on an invoice not appearing in QuickBooks Online?
Materials not showing up in QuickBooks Online is likely because the invoice was not properly included in the exported batch. Double-checking the batch content in ServiceTitan can resolve this issue.
Why are my exported invoices not appearing in Quickbooks Online?
Check the batch you exported and make sure it has transactions in it. If the batch is empty, no transactions will be exported to QuickBooks Online.
How do I activate Quickbooks Online sync after switching over from Quickbooks Desktop?
To activate QuickBooks Online sync after switching from QuickBooks Desktop, contact your Customer Success Manager (CSM). You must have admin privileges when contacting your CSM.
Why are refunds going into Quickbooks Online as accounts receivable and undeposited funds, and how can it be corrected?
To check your refund task in your Pricebook:
Go to Pricebook > Service.
Find the refund task and click Actions
> View/Edit Service.On the Details tab, check the account mapped in the General Ledger Account field.
To check your refund payment type:
On the navigation bar, go to Settings
.In the side panel, click Invoicing > Payment and Invoice Types.
Find the refund payment type and click Edit.
On the popup, check the account mapped in the Account field.
How can I update the general ledger in ServiceTitan after changing the Chart of Accounts in QuickBooks Online?
Updating a GL account in the ServiceTitan does not retroactively apply to installed equipment on existing invoices. To apply the change, you must delete the installed equipment from the invoice, send it back to the estimate, and then re-add it to the job from the estimate.
Additionally, if a Pricebook service's GL account is updated after it has already been exported, the change will not sync automatically and must be manually updated in QuickBooks.
How do I export check numbers to the Reference No. field in QuickBooks Online?
To export check numbers to the Reference No. field in QuickBooks Online, enter the check number in the Memo field of the Add Payment screen when entering a check payment. Values in this field transfers to the Reference No. field in QuickBooks Online when exporting.
Can Mac users connect directly to QuickBooks Online without using a third-party service like Right Works?
Yes. Mac users can connect directly to QuickBooks Online (QBO) because it uses a cloud-based API integration. This means no third-party software or web connector is required.
The RightWorks integration is only needed for QuickBooks Desktop (QBD), which relies on the web connector. Mac users can simply set up the direct QBO integration in ServiceTitan to sync their accounting data seamlessly.