Unable to assign 'service' item to 'sales tax payable' or 'undeposited funds' account as required by new POS vendor

Hello there, @MikeMakesWhisky.

Since QuickBooks is dependent on the mapping of your new POS vendor, we can review it and check why you're unable to add a service item. You can also redo the mapping of your new POS vendor and check the correct details.

However, if the issue persists, let's remove the discount items associated with these types of accounts and recreate those items as service or non-inventory parts.

Once done, you can now add a service item to your Sales Tax Payable or Undeposited Funds. To add a service item, here's how:

1. Click Lists at the top menu bar and choose Item List
2. Press CTRL+N on your keyboard or right-click then click New.
3. Select the Service as the Type.
4. Enter the item name.
5. Choose the correct account.
6. Hit OK.

To learn more about adding service items in QuickBooks Desktop, check out this article: Learn how to add, edit and delete items in QuickBooks Desktop.

Additionally, you can take a look at this article to help guide you with utilizing your templates in QuickBooks Desktop as well as on what other information you can add: Use and customize form templates.

Let me know if you have additional questions about service items or any other concerns with QBDT. I'll be here to keep helping.

I am not sure what you are saying. I have no 'discount items' associated with the sales tax payable or undeposited funds 

When I try to assign the correct account in this company file, it has an error and says it cannot do it, but if I try the same steps in another company file, it works, and this is the way the POS vendor needs to have it done. I can also create a new blank company and add these service items to the accounts without issue.  

Somewhere a 'switch' or 'setting' that is set that is not allowing this, and I think the past QBPOS integration set it, and I cannot undo it.

Thanks for letting us what steps you tried to isolate the issue, MikeMakesWhisky.

Similar to what you shared, it looks like it's only happening in one company file. It's also possible that there's a data issue within this file that's causing the error. Let me share some steps that can resolve the most common data damage in QuickBooks Desktop.

Run the Rebuild Utility

1. Go to the Utilities menu, then select Rebuild Data.
2. Select OK if you receive a prompt to back up your company file.
3. Click OK when you get the message Rebuild has completed and proceed with the next step.

Run the Verify Utility

1. Go back to the File menu, select Utilities, and then click Verify Data.
2. Select OK when you see the message QuickBooks detected no problem with your data. You may continue using your company file.
3. If Verify finds an issue with your data, you will be prompted to Rebuild Now or View Errors. Select Rebuild Now.

Once done, go back to the Item List window and assign the service item to the Sales Tax Payable or Undeposited Funds account. 

Just in case you're still getting the same error, I would recommend reaching out to the Technical Support Team. They can take a closer look at this to determine why you're getting this error for this company file. Follow the steps in this article on how to reach out to them: Contact QuickBooks Desktop Support.

Let me know if you need anything else. 

Rebuild/verify does not fix the error. I feel it is 99% with some hidden or hard to find setting from previous QBPOS integration.  I will try contacting support via the link you give.

opened a ticket with intuit, initially they said the error message was correct, but then I showed them the other company file does it without error and showed them the POS integration document from the vendor, and they admitted it was a problem..  Of course, I had to pay to get a 'service contract' for 2nd level support, and here I sit waiting and hoping they can actually solve the problem...