The due date changes to a date several days after the invoice date when batch invoices are exported to QuickBooks Online

Problem

When batch invoices are exported from ServiceTitan to QuickBooks Online, the due date changes to several days after the invoice date.

Solution

When you batch and export your invoices to QuickBooks Online, the due date changes to a date several dates after the invoice date. This happens because of the preferred payment term setting in QuickBooks Online.

Change payment term setting in QuickBooks Online

1. Open QuickBooks Online.

2. Go to the Settings > Company Settings.

3. Select the Sales tab.

4. Look for the Preferred invoice term setting.

5. If it is set to a number of days, change it to Due Upon Receipt. This makes the due date the same as the invoice date.

6. Save your changes.

For invoices where you need a different payment term, like 30 days:

1. Manually adjust the payment term for each specific invoice in QuickBooks Online.

2. Open the invoice you need to change.

3. Find the payment term section.

4. Update the term to the desired number of days. For example, you can enter "30 days."

5. Save your changes to the invoice.

Remember, ServiceTitan cannot export the listed payment term to QuickBooks Online. This feature is only available for QuickBooks Desktop and Intacct users. For QuickBooks Online, you will need to adjust payment terms manually for each invoice that does not match the preferred setting.