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Touchless Integration Home

  • Updated on Jun 10, 2026
  • Published on Apr 28, 2026
  • 3 minute(s) read
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Touchless Integration

Automatically export financial transactions as journal entries within minutes — eliminating manual batching, posting, and exporting to your accounting software.

Product overview

See Touchless Integration in action

Watch how ServiceTitan automatically exports financial transactions as journal entries to QuickBooks Online or Intacct — no manual batching or posting required.

Setup

Touchless Integration allows ServiceTitan to export financial transactions as journal entries within minutes, eliminating the need for manual batching, posting, and exporting to your accounting software. Currently available for QuickBooks Online and Intacct only.

Setup checklist

Touchless Integration overview

Start here to understand what Touchless Integration does and how it connects with your accounting platform.

Touchless Integration setup requirements

Review the requirements to understand what's needed before getting started.

Set up Touchless Integration for QuickBooks Online

Follow these steps once you're integrated with QuickBooks Online to complete your setup.

Set up Touchless Integration for Intacct

Follow these steps once you're integrated with Intacct to complete your setup.

Required access

Account configuration required — contact Technical Support. Requires Journal Entries and Accounting Periods features. Available for QuickBooks Online and Intacct only.

Once setup is complete

ServiceTitan automatically exports financial transactions as journal entries — no manual batching, posting, or exporting needed.

Not yet a customer?

Request a demo on the Pro Products page, or reach out to your Customer Success Manager or Pro Account Manager.

Advanced Setup — Touchless Integration

Setup for new users

To set up Touchless Integration as a new user, follow the steps for your platform:

Setup for existing users

To transition to Touchless Integration, follow the steps for your platform:

Data flow mapping

The data flow diagram below helps you visualize how data moves between ServiceTitan and your accounting platform when using Touchless Integration.

Touchless Integration data flow diagramDownload data flow diagram

Key workflows

Core workflows for using Touchless Integration effectively.

Best practice

Best practice

Optimize your daily accounting activities using journal entries.

Troubleshooting & FAQ

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

Troubleshooting

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

Frequently Asked Questions

Check out some of the most frequently asked questions for Touchless Integration.

Does auto-export work retroactively after enabling it if there are existing non-exported journal entries?

Yes. The Auto-Export Start Date lets you retroactively export journal entries.

In QuickBooks Online and Intacct, where can I find a link to ServiceTitan for reconciling?

In QuickBooks Online, the URL can be found in the Memo field. In Intacct, the URL can be found in the URL field that stores the link.

What is the cadence for auto-export?

The cadence for journal entries is nearly two minutes. As journal entries are created and updated, auto-export runs approximately every two minutes.

Is there a status on invoices now that batching, posting, and exporting are no longer necessary?

Yes. A new Period Status will appear on invoices to indicate whether the accounting period is open or closed. Currently, this status is shown in addition to the existing batched/exported status.

What happens when a journal entry has been synced over, and then an update on that journal entry is made? Does it auto-sync?

Yes, provided your settings are configured for auto-export and the accounting period is still open. Any changes made to a transaction in a synced journal entry will automatically sync, and the previously exported journal entry will be updated with the new values based on the changes made in ServiceTitan.

Ready to eliminate manual accounting exports?

Reach out to your Customer Success Manager or Pro Account Manager to get started with Touchless Integration.

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