Intacct Onboarding Step 4: Map pricebook items to Item GL Groups

  • Updated on Mar 27, 2026
  • Published on Feb 28, 2026
  • 2 minute(s) read
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Overview

After mapping your business units in ServiceTitan to Intacct, the next step is to assign an Intacct Item GL Group to the services, materials, and equipment in your pricebook. This lets you group invoice items based on the GL account you want the transactions to affect.

You can map each pricebook item to an Item GL Groups individually or you can export your pricebook and map items in bulk.

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 for details.

Things to know

  • Before you can map pricebook items to Item GL Groups, create Item GL Groups in Intacct. Then, import GL Accounts, Item GL Groups, and Product Lines from Intacct. Item GL Groups need to also be mapped to Transaction Definitions in Intacct.

  • Intacct Item GL groups are mapped in ServiceTitan to the Intacct GL Group field in the pricebook.

  • For Touchless Integration, you must have a GL account specified in both the Expense and Income fields in the pricebook.

Map a pricebook item to an Item GL Group

  1. Go to the navigation bar and click Pricebook.

  2. In the side panel, select Services, Equipment, or Material depending on the item you want to map.

  3. At the end of the item row you want to edit, click Actions and select View/Edit.
     Materials list showing costs and options for editing or adding materials.

  4. In the Details tab, click the Income Account dropdown and select an Item GL Group. The Ledger Impact pop-up appears.

  5. Select All Open Transactions or As of Date from the Change To Effect dropdown. For more information, see Retroactively change items’ GL Accounts.

    • All Open Transactions: Updates all invoices with the Pending status

    • As of Date: Updates all invoices from selected date to present. Updates are made in ServiceTitan only. Transactions that have been exported to Intacct will not be updated.

  6. Click Confirm.

  7. Click the Intacct GL Group dropdown and select the Item GL group from Intacct.

    Note: The Intacct integration uses the Intacct GL group specified in this dropdown to map the item to a GL group in Intacct. Additionally, this dropdown is currently not available in reporting. If you need this in reporting, update the General Ledger or Income Account fields.

  8. When you’re done, click Save.


    GIF of income amount field being changed in pricebook

Map pricebook items in bulk to item GL Groups

To map pricebook items in bulk to Item GL Groups, export your pricebook, make all the necessary changes, then import it back to ServiceTitan.

  1. Export your pricebook.

  2. Open the Pricebook Excel file

  3. Click the Equipment tab at the bottom.
     The cursor hovers over the 'Equipment' tab in a spreadsheet interface.

  4. In the Account column, enter the Item GL Group exactly as it appears in Intacct.
     Spreadsheet showing account descriptions and a highlighted account column for reference.

  5. Repeat step 4 for Services and Materials.

  6. Save your changes.

  7. Import your pricebook back to ServiceTitan.

Next step: Map payment types to GL accounts

After mapping your pricebook items to Intacct's Item GL Groups, you're now ready to map payment types to GL accounts. For more, see Intacct Onboarding Step 5: Map payment types to GL accounts..

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