Problem
After creating a GL asset account in ServiceTitan to match QuickBooks Desktop, it does not show up in the dropdown menu.
Solution
Note: Depending on your account's configuration, you might see one or more of the following:
Items and Pricing instead of Pricebook.
Customer instead of Homeowner.
Procurement instead of Inventory.
The names are different, but everything works the same way. For more, see Commercial Personalization Platform - FAQ.
Created a GL asset account but it is not showing on the dropdown menu
By following these steps, you should resolve the issue of the GL asset account not appearing in the dropdown menu.
In the main navigation bar, go to Pricebook.
Click on Materials and search for the item.
Hover over the item, click on the Actions icon that appears and select View/Edit Material
In the Income Account or Expense Account dropdown, search for the GL account
If it does not appear, conduct a hard refresh of your screen. Usually either Command + R or Ctrl + F5.
Check the dropdown menu again. If it still does not appear, contact Technical Support.