Commercial Certified QuickBooks Accountant - Commander

Curriculum

Accounting Fundamentals

• Guide to auto-batching

• Set reporting permissions

• Set up general ledger accounts

• Set up your account for project management

• You must specify a Sales Tax Item for Tax zone error

Invoicing

• Accounting - FAQ

• Technician Scorecards

• Unapply a payment credit

• What is the process for hiding material costs from customer-facing invoices in ServiceTitan, including for technicians using the mobile app?

Pricebook Accounting Fundamentals

• Charge for materials on invoices and estimates

• Dynamic Pricing

• Why can’t I see any membership add-on tasks when I’m trying to use them on an invoice in ServiceTitan?

Month-End

• Accounts Receivable Reconciliation

• Accounts Receivable Summary Report

• Create payroll adjustments from the Payroll Dashboard

• Enable Deposit Workflow

• Manage month-end for work-in-progress projects

• Set up unique prices with client-specific pricing

• Use Accounting Periods

• What is the best way to deactivate items in bulk and remove specific sections from the pricebook in ServiceTitan?

• Work in Progress report

Accounting Integrations - QuickBooks

• Export Error Report Guide

• Export journal entries to QuickBooks Online

• Export sales tax to QuickBooks Desktop

• How to Resolve Tax Differences Between QuickBooks and ServiceTitan Invoices

• Resolve QuickBooks Desktop integration export error messages

• ST Error Unable to reconcile

• Export bills to QuickBooks Online

• Web Connector Troubleshooting Guide

• Write off bad debt in QuickBooks