Invoices disappearing in ServiceTitan while batching to QuickBooks Desktop

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Problem

When creating a new batch in ServiceTitan, transactions disappear.

Solution

  1. Go to Settings > Integrations > QuickBooks Desktop.

  2. Choose the company file and click Edit for Business Units Assigned.

  3. Confirm each business unit has a Class assigned.

  4. Confirm each business unit is selected. If not selected, the transactions associated with this business unit can disappear during your batching process.

  5. Save the changes.

The items will no longer disappear from the Accounting screen when a batch is selected.