When creating a new Batch in ServiceTitan, transactions disappear.
Solution
Go to Settings > Integrations > QuickBooks Desktop.
Choose the company file and click Edit for Business Units Assigned.
Confirm each business unit has a Class assigned.
Confirm each business unit is selected. If not selected, the transactions associated with this business unit can disappear during your batching process.
Save the changes.
The items will no longer disappear from the Accounting screen when a batch is selected.
A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices.