---
title: "Jumpstart Workstream - Accounting"
slug: "jumpstart-workstream-accounting"
updated: 2026-03-27T21:08:14Z
published: 2026-03-27T21:08:14Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

---

****Who uses this feature****

- Administrators
- Applies to all business types
- Applies to all trades

****Feature configuration****

- This feature is currently in Early Access and available for specific accounts. It is subject to change. All new customers will have the Jumpstart Workstream workflow enabled for their accounts. Live customers won’t go through this process.
- Account configuration is required to use this feature. Please contact [Technical Support](https://go.servicetitan.com/#/ask)for details.

## 

## 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](/v1/docs/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.

*![Step 1: Accounting Discovery](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/jumpstart-workstream---accounting-image-szuc8036.jpg)*

> [!NOTE]
> **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]
> **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. ![Step 2: Customize your General Ledger Accounts](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/jumpstart-workstream---accounting-image-l9oilrn7.jpg)
3. When you’re finished, click **Finish**.

## Want to learn more?

- See [General Ledger Account settings](/v1/docs/general-ledger-account-settings)