How to cut a check in QuickBooks after selecting Cut Check In Accounting Software for a refund in ServiceTitan

Problem

When you choose to refund by check in ServiceTitan, it creates a negative payment. This payment is exported as a journal entry to QuickBooks. You need to know how to cut a check from this entry.

Solution

After completing the refund process in ServiceTitan and selecting the Cut Check in Accounting Software, you can cut a check in QuickBooks.

Cut a check in QuickBooks

1. Complete the refund process in ServiceTitan. Choose Cut Check In Accounting Software when prompted.

2. Wait for the negative payment to export to QuickBooks as a journal entry. This happens automatically.

3. Open QuickBooks. Make sure you are logged in.

4. Go to the customer profile linked with the refund.

5. Find the journal entry created by the refund from ServiceTitan.

6. Select the journal entry. Look for an option to cut a check.

7. Follow the prompts in QuickBooks to issue the check. Fill in the necessary details like amount, payee, and date.

8. Confirm the check details. Complete the process to cut the check.

9. Verify the check is correctly recorded in QuickBooks and matches the refund amount from ServiceTitan.

This process ensures that refunds processed in ServiceTitan are accurately reflected in your QuickBooks accounting records.