--- title: "Bypass exporting a batch to accounting software" slug: "bypass-exporting-a-batch-to-accounting-software-3" updated: 2026-10-23T17:20:48Z published: 2026-10-23T17:20:48Z canonical: "help.servicetitan.com/bypass-exporting-a-batch-to-accounting-software-3" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Bypass exporting a batch to accounting software ## ## Overview Bypass exporting a batch if it contains transactions that don’t need to be reflected in your accounting software. When you bypass a batch, the invoices within that batch are marked as exported in ServiceTitan. However, despite being marked as exported, the invoices are not exported to your accounting software. Once marked as exported, you can no longer edit these invoices. In reports, these transactions show as **Bypassed** instead of **Exported**, so you can tell them apart from transactions that were sent to your accounting software. [Bypass exporting a batch to accounting software Video](https://fast.wistia.net/embed/iframe/fopclps7jk?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - The *Allow Bypass Batch Export* is required to use this feature. Please contact the account administrator on your team. ## Things to know - Enable the permission *Allow Bypass Batch Export* in employee settings to use this feature. For more, see [Set permissions for an individual employee or technician](/construction/docs/set-permissions-for-an-individual-employee-or-technician-1). - If you bypass an export for a batch of transactions, you can't undo it. - These are common examples of when you can bypass exporting a batch of transactions: - The transactions in the batch are already in your accounting software. - You create an adjustment invoice in ServiceTitan that correlates with manual changes made to the initial invoice in your accounting software. - An inventory adjustment doesn’t need to be exported to your accounting software. - You don’t integrate your accounting software with ServiceTitan. - If $0 payments are in a batch being exported, ServiceTitan automatically bypasses them. - To see which invoices and payments were bypassed, whether each bypass was manual or automatic, and, for a manual bypass, who did it and when, use the Accounting Audit Trail. For more, see [Understand Accounting Audit Trail](/construction/docs/understand-accounting-audit-trail). Bypassed invoices also appear in the audit trail of the job associated with the invoice. - In accounting reports, bypassed invoices and payments show as **Bypassed**. If you filter a report to **Exported**, bypassed transactions aren't included. Bypassed bills, vendor payments, and other AP and inventory transactions still show as **Exported** in reports. ## Bypass a batch export After you post a batch you can bypass exporting it. For more, see [Batch, post, and export transactions](/construction/docs/batch-post-and-export-transactions). 1. Go to the navigation bar and click **Accounting** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A59Z&se=2026-10-31T03%3A27%3A59Z&sr=c&sp=r&sig=jY7RPW11NCfi%2FWxlr5Dec2D32hC9OCd25wEOUa3gPP8%3D). 2. Click the **Select a batch dropdown** and select a batch you want to post. 3. Click the dropdown again and click **Post the selected batch**. 4. On the confirmation window that opens, click **Yes**. 5. Click the dropdown again and click **Bypass export**. 6. On the confirmation window that opens, click **YES**. The status of the batch updates to exported. ## FAQ ## --- ### #### How can I bypass exporting a batch? After you post a batch you can bypass exporting it. For more, see [Bypass exporting a batch to accounting software](/construction/docs/bypass-exporting-a-batch-to-accounting-software). #### How can I confirm a batch has bypassed? Run an Invoices or payments report and filter its export status column to **Bypassed**. To see which batch each bypassed invoice was in, build a custom Invoices report with the **Invoice Status** and **Batch Number** columns. For steps, see [Need a report showing which batches were bypassed](/construction/docs/what-is-the-process-for-generating-a-report-that-shows-which-batches-were-bypass). If you use the ServiceTitan Web Connector to QuickBooks Desktop or Intacct as your accounting system, you can also run the Transaction Reconciliation report. For more, see [Transaction Reconciliation Report - QBD](/construction/docs/transactions-reconciliation-report-qbd) and [Transaction Reconciliation Report - Intacct.](/construction/docs/transactions-reconciliation-report-intacct) You can also check each transaction in the Accounting Audit Trail, which shows a bypassed invoice or payment as Bypassed. For more, see [Understand Accounting Audit Trail](/construction/docs/understand-accounting-audit-trail). #### How do I clear payments stuck in the Unbatched section of the Batch/Export Transactions screen? If you have payments stuck in the *Unbatched* section, put these payments in a batch, post the batch, then [bypass the export of that batch](/construction/docs/bypass-exporting-a-batch-to-accounting-software). You can perform this workflow on payments not applied to any invoices. #### What should I do when the export shows an error, even when all items have been successfully exported to Intacct? You should bypass the batch if all the items are exported and are visible in Intacct. #### When should I bypass a batch instead of re-exporting it? Bypass a batch only if the transactions already exist in QuickBooks and don't need to be re-exported. Always confirm the invoices or payments appear in QuickBooks before bypassing to avoid missing entries. If a batch is locked or shows errors that can't be resolved, re-export it instead. Contact [Technical Support](http://go.servicetitan.com/ask) if you need help unlocking a batch or verifying which transactions were successfully exported. ## Want to learn more? - Visit ServiceTitan Academy to enroll in [ServiceTitan Invoicing Demonstration](https://academy.servicetitan.com/course/2077900) - See [Need a report showing which batches were bypassed](/construction/docs/what-is-the-process-for-generating-a-report-that-shows-which-batches-were-bypass)