Jumpstart Workstream - Accounting

Overview

Complete the Accounting workstream and set up the main General Ledger (GL) accounts at the beginning of onboarding to ensure proper integration between ServiceTitan and your existing accounting software.

Things to Know

• You will set up only the key General Ledger accounts that are essential for ServiceTitan to run smoothly. 

• The Implementation point of contact (POC) assigns each workstream to themselves or someone else in the company to begin the process. This involves answering basic questions about the specific feature area, such as Accounting, Dispatch, Call Center, etc. To learn more, see Assign workstream leads.

Set up Accounting Workstream

Click Start next to the Accounting workstream to begin the process. There are two main steps for this workstream.

Step 1: Accounting Discovery

Here, you answer basic questions about your accounting software and workflows. Based on your answers, the system generates questions to better understand the configurations that need to be turned on for your account and the training that should be assigned to you.

Note: The questions on the image might differ from your questions for this step.

Step 2: Customize your General Ledger Accounts

Here, you set up the essential GL accounts needed for ServiceTitan to work properly. Setting them up early in onboarding is critical for the smooth operation of your account, as these GL accounts are interconnected with different aspects of ServiceTitan, such as Memberships, Pricebook, and Accounting. You can add more GL accounts later in the Settings > General Ledger Accounts.

1. In the GL Account Name field, enter the name of the GL account that appears in your accounting software.

   Note: The GL account name must exactly match the name used in your accounting software.

2. (Optional) In the GL Account Number field, enter the account number if you use one.
   

3. When you’re finished, click Finish.  

Want to learn more?

• See General Ledger Account settings