---
title: "Accounting activities in QuickBooks"
slug: "accounting-activities-in-quickbooks"
updated: 2026-04-15T14:42:10Z
published: 2026-04-15T14:42:10Z
---

> ## 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.

# Accounting activities in QuickBooks

## Overview

Learn how exporting transactions from ServiceTitan reflects in your QuickBooks account.

## 

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#### 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.

## Payments

There are several ways a positive payment can impact QuickBooks accounts. Generally, a positive payment will:

- Credit accounts receivable (decrease)
- Debit undeposited funds account (increase)

To edit a payment type:

1. Go to the navigation bar and click the **Settings** icon.
2. In the side panel, click **Invoicing** > **Payment and Invoice Types**.
3. Click **Edit** for the payment type you want to edit.
4. Select **Journal Entry**.
5. From Account dropdown, select the account which you want to export to.
6. When you're done, click **Save**.

By default, payment types export to Undeposited Funds in QuickBooks. If you choose to export a payment type as a journal entry, it will affect the account in the **Account**field.

> [!NOTE]
> **Note:** Only payment types set to Export as Journal Entry can be negative. Any payment type that doesn’t have Export as Journal Entry selected will not be positive.

![Payment type selection interface with options for exporting and account attributes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounting-activities-in-quickbooks-image-f5tkszy6.png)

## Bills

There are several ways a bill can impact your QuickBooks accounts. Generally, a bill:

- Credits accounts payable (increase)
- Debits the GL account assigned to an item

However, bills will affect QuickBooks accounts differently depending on the following circumstances:

### No inventory included on the bill

This would be if you are purchasing materials for immediate use on a job. In this situation, the bill:

- Debits expense account (increase)
- Credits accounts payable (increase)

### Inventory included on the bill

The circumstance here is if you are purchasing materials for use on a future job. In this situation, the bill:

- Credit accounts payable (increase)
- Debit inventory asset account (increase)

When the bill is paid, the following occurs:

- Debit to accounts payable (decrease)
- Credit to bank (asset) account (decrease)

### Customer references

When you export vendor bills or vendor credits with the **Document - General Ledger** export type, each line item includes a customer reference if the bill is linked to a job with a customer. This lets you filter and report on bill line items by customer in QuickBooks for job costing.

## Purchase orders

Purchase orders are non-posting transactions that don’t affect any GL account. With ServiceTitan, you have the option to export a purchase order as the standard non-posting transaction, or opt-in to convert the purchase order to a bill when exporting to QuickBooks.

> [!NOTE]
> **Note:** By default purchase orders export from ServiceTitan to QuickBooks as non-posting.

## Want to learn more?

- See [Record refunds when you export to QuickBooks](/v1/docs/record-refunds-when-you-export-to-quickbooks)
- See [Export journal entries to QuickBooks Desktop](/v1/docs/export-journal-entries-to-quickbooks-desktop)