QuickBooks Desktop

ServiceTitan's integration with QuickBooks Desktop streamlines financial management by syncing data between the two platforms, reducing manual data entry and improving overall efficiency in handling accounting tasks for businesses.

New to QuickBooks Desktop? Start here Jump to key workflows

Product overview

See QuickBooks Desktop in action

Watch how ServiceTitan syncs financial data with QuickBooks Desktop — from invoices and payments to exports and reconciliation.

Setup

Set up ServiceTitan and QuickBooks Desktop to make sure your financial records transfer seamlessly. To get started with our QuickBooks Desktop integration, reach out to your Customer Success Manager (CSM).

Setup checklist

Data flow for QuickBooks Desktop

Understand how data moves between ServiceTitan and QuickBooks Desktop.

Accounting activities in QuickBooks

Get a clear understanding of how ServiceTitan interacts with QuickBooks Desktop.

QBD Onboarding Step 1: Set up QuickBooks General Ledger Accounts

Begin the six-step onboarding process to connect ServiceTitan with QuickBooks Desktop.

Web Connector Setup Step 1: Download and install ServiceTitan Web Connector

Install and configure the ServiceTitan Web Connector to link the two platforms.

What you need to get started

To get started with our QuickBooks Desktop integration, reach out to your Customer Success Manager (CSM).

Once setup is complete

Export transactions, sync financial records, and run reconciliation reports between ServiceTitan and QuickBooks Desktop seamlessly.

Onboarding — QuickBooks Desktop (6 steps)

Step 1:Set up QuickBooks General Ledger Accounts (QBD)

Step 2:Create QuickBooks Desktop backup file

Step 3:Map pricebook items to a QuickBooks general ledger account

Step 4:Map pricebook items to a QuickBooks sub-account

Step 5:Set up payment types for QuickBooks

Step 6:Classes in QuickBooks Desktop

ServiceTitan Web Connector Setup (3 steps)

The ServiceTitan Web Connector is a tool that links ServiceTitan with QuickBooks Desktop, making sure data is seamlessly transferred between the two platforms.

Step 1:Download and install ServiceTitan Web Connector

Step 2:Update the ServiceTitan Web Connector

Step 3:Reconcile ServiceTitan with QuickBooks lists

Key workflows

Core workflows for using QuickBooks Desktop with ServiceTitan.

How QuickBooks Desktop integration works

Get a clear understanding of how ServiceTitan interacts with QuickBooks Desktop.

Accounting activities in QuickBooks

Navigating QuickBooks Desktop

How data is handled and shared

Dive into understanding what data gets transferred and how it's shared between ServiceTitan and QuickBooks Desktop.

Understand data mapping to QuickBooks Desktop

How ServiceTitan syncs with customer records in QuickBooks Desktop

Difference between QuickBooks Desktop and QuickBooks Online

The integrations between QuickBooks Desktop and QuickBooks Online do not function in the same way.

Using QuickBooks Desktop vs. QuickBooks Online

Exporting

Export invoices, payments, journal entries, and transactions from ServiceTitan to QuickBooks Desktop.

Review invoices before batching

Batch, post, and export transactions

Export to QuickBooks Desktop from ServiceTitan

Export journal entries to QuickBooks Desktop

Sync objects as you export

Edit invoices exported to QuickBooks Desktop

Export Error Report Guide

Resolve QuickBooks Desktop integration export error messages

QuickBooks Desktop workflows

Navigate and take actions in QuickBooks Desktop.

Deposit funds into your QuickBooks bank accounts

Write off bad debt in QuickBooks

Record refunds when you export to QuickBooks

Adding and using Sales Representative Identifications

Manage rebates in ServiceTitan

Reporting

Use reconciliation and AR reports to monitor financial performance and reconcile accounts.

Transactions Reconciliation Report - QBD

AR Transactions By Customer report

AR Transactions By Job report

AR Transactions By Location report

AR Transactions report

Export Error Report Guide

Sales tax tracking

Set up tax tracking and export for QuickBooks Desktop.

Set up sales tax in ServiceTitan

Set up QuickBooks Desktop for sales tax (US)

Set up QuickBooks Desktop for sales tax (Canada)

Export sales tax to QuickBooks Desktop

Washington State sales tax

Set tax exempt status on a customer record

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Troubleshooting

Step-by-step guides to resolve the most common issues.

Resolve QuickBooks Desktop integration export error messages

Web Connector Troubleshooting Guide

Unable to Export Due to Batch Stuck in Exporting Status

How to Resolve Tax Differences Between Quickbooks and ServiceTitan Invoices

Unrecoverable Error in QuickBooks Export

Frequently Asked Questions

How do I set up tax zones?

You can set tax zones in ServiceTitan by going to Settings > Tax Zones. For more information, see Sales tax setup: Sales Tax by tax zone.

Why is the sales tax on my ServiceTitan invoice different from the sales tax on my QuickBooks invoice?

This difference is typically caused by one of the following:

Your tax zones are not set up correctly in ServiceTitan. Tax zones should match the rates you have configured for your customers in QuickBooks.
Your sales tax items are not set up correctly in QuickBooks.
The correct sales tax item has not been assigned to the customer in QuickBooks.

How can I see if my invoices are exporting successfully to QuickBooks?

Check the Pending Export Report in ServiceTitan. To access it, go to Reports > Accounting > Pending Export Report, then select the Lookup icon (magnifying glass) to run the report.

If I change the account mapping for my Pricebook item will they update automatically in QuickBooks?

No, they will not update automatically. If you update the account for a Pricebook service after invoices have already been exported using that service, you will need to manually update the item in QuickBooks. Go to Lists > Item List, right-click the service item, select Edit Item, and update the account field to the new account.

Why doesn't the sales tax on my adjustment invoice match the sales tax on the original invoice?

This typically occurs when your sales tax rates have changed since the original invoice was created. If you need to make sales tax adjustments, you can manually create an invoice in QuickBooks to reflect the correct amounts.

Documentation Index

QuickBooks Desktop Home