--- title: "Manage journal entries" slug: "manage-journal-entries" updated: 2026-03-27T18:15:36Z published: 2026-03-27T18:15:36Z --- > ## 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. # Manage journal entries ## Overview You can manage journal entries efficiently by downloading, exporting, and importing them into your accounting system. Downloading journal entries in ServiceTitan is a straightforward process that allows you to easily access and review your financial records. If you are using [Touchless Integration](/v1/docs/touchless-integration-overview), you can also manually sync your journal entries to your supported accounting software. This feature is only available if you are integrated with QuickBooks Online, Sage Intacct, and Xero, and you have Touchless Integration enabled. ## --- ### #### 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](http://go.servicetitan.com/ask) for details. - The *View journal entry landing page* is required to use this feature. Please contact the account administrator on your team. ## Things to know - Journal entries are downloaded as .XLSX files. - You can download single or multiple journal entries. ## Export types When exporting journal entries, you can choose to export them in the following format: - **Journal Entry Summary (recommended):** This option exports only the necessary data points of your transactions to the general ledger. This includes the GL accounts, business unit, and any other relevant data. - **Journal Entry Detail:** This option exports more detailed journal entries to post to the general ledger. This includes GL accounts, business unit, customer name, job number, and more. ## Download your journal entries 1. Go to the navigation bar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png)**. 2. In the side menu, click **Journal Entries**. 3. Use the [filter option](/v1/docs/view-journal-entries#filter-journal-entries) to filter out the journal entries, if needed. 4. On the *Journal Entries*screen that opens, select the journal entries you want to download. > [!NOTE] > **Note:** To select all journal entries on the screen, click the box on the header row. Alternatively, you can click **Select All** to select all your journal entries. 5. Click **Download**. ![User clicks the download button for selected journal entries in a table format.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-journal-entries-image-n8fvugc5.png) 6. On the *Download Journal Entries* screen that opens, select a *Data Type* for your journal entries. ![Dialog box for downloading journal entries in Excel format with options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-journal-entries-image-k5bfwm3f.png) 7. Click **Download Journal Entries**. 8. A confirmation message appears once the download is complete. ![List of recent journal entries with file sizes and download status displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-journal-entries-image-upzts9i4.png) ## Manually sync your journal entries If you are using [Touchless Integration](/v1/docs/touchless-integration-overview), you can manually sync your journal entries to your supported accounting software. This is useful if you need to update your transactions immediately. > [!NOTE] > **Note:** This feature is only available if you are integrated with QuickBooks Online, Sage Intacct, and Xero, and you have Touchless Integration enabled. 1. Go to the navigation bar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png)**. 2. In the side menu, click **Journal Entries**. 3. Use the [filter option](/v1/docs/view-journal-entries#filter-journal-entries) to filter out the journal entries, if needed. 4. On the *Journal Entries*screen that opens, select the journal entries you want to sync. > [!NOTE] > **Note:** To select all journal entries on the screen, click the box on the header row. Alternatively, you can click Select All to select all your journal entries. 5. Click **Actions > Start Syncing**. ![Menu showing options to download and start syncing journal entries in a software interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-journal-entries-image-wzv8kyzw.png) 6. At the popup, click **Start Syncing**. 7. The *Sync Status* of the journal entries updates to *In Progress*. When the sync is complete, the status changes to *Synced*. ![Journal entries display with synced status and post dates for invoices listed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-journal-entries-image-gz1x6pkl.png) ## Manually sync individual journal entries Alternatively, you can manually sync an individual journal entry by using the *Actions***** menu on the journal entry row. ![User selects 'Start Syncing' option from a dropdown menu in a transaction table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-journal-entries-image-7efwe2zt.png) You can also use the *Actions* option in the journal entry detailed screen to sync your journal entry. ![Journal entry summary showing transactions with highlighted syncing action button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-journal-entries-image-7svepkc9.png) ## Exclude journal entries from syncing If you are using [Touchless Integration](/v1/docs/touchless-integration-overview), you can choose to exclude journal entries from syncing. This is useful if you have journal entries that would never sync to accounting systems, such as historical data, manual adjustments, and workflows, and prevents these journal entries from staying in the *Not Synced* status indefinitely. > [!NOTE] > **Note:** This feature is only available if you are integrated with QuickBooks Online, Sage Intacct, and Xero, and you have Touchless Integration enabled. 1. Go to the navigation bar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png)**. 2. In the side menu, click **Journal Entries**. 3. Use the [filter option](/v1/docs/view-journal-entries#filter-journal-entries) to filter out the journal entries, if needed. 4. On the *Journal Entries*screen that opens, select the journal entries you want to exclude from syncing. > [!NOTE] > **Note:** To select all journal entries on the screen, click the box on the header row. Alternatively, you can click **Select All** to select all your journal entries. 5. Click **Actions > Exclude from Syncing**. ![Dropdown menu showing options for syncing journal entries in a software interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-journal-entries-image-qm3ler9t.png) 6. The *Sync Status* for that journal entry updates to *Excluded*. ![Journal entries table showing sync status as excluded for specific entry.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-journal-entries-image-fy0x36kw.png) If you want to revert this action, meaning you want to include a previously excluded journal entry back into being synced, select the excluded journal entries and click **Actions > Include in Syncing.** ## Remove journal entry sync data If you are using [Touchless Integration](/v1/docs/touchless-integration-overview), you can delete the journal entry in the accounting system and remove the sync record for a journal entry in ServiceTitan. This allows you to delete journal entries and return the journal entry to a *Not Synced* status in ServiceTitan to prevent discrepancies between both platforms. When you choose to remove sync data on a journal entry, the journal entry status updates to *Not Synced* without deleting the actual journal entry. > [!NOTE] > **Note:** This feature is only available if you are integrated with QuickBooks Online, Sage Intacct, and Xero, and you have Touchless Integration enabled. You also need to have the *Journal Entry Action - Remove Sync Data* permission enabled to perform this workflow. To remove sync data on a journal entry: 1. Go to the navigation bar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png)**. 2. In the side menu, click **Journal Entries**. 3. Use the [filter option](/v1/docs/view-journal-entries#filter-journal-entries) to filter out the journal entries, if needed. 4. On the *Journal Entries*screen that opens, locate the journal entry for which you want to remove sync data. 5. On the journal entry row, click **Actions > Remove Sync Data**. > [!TIP] > **Tip:** You can also go into the journal entry detail screen and select **Actions > Remove Sync Data**. 6. The *Sync Status* updates for that journal entry to *Not Synced*. ![Journal entries display various transactions with sync status and options for data management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-journal-entries-image-qswbvvun.png) To remove sync data from multiple journal entries, select the journal entries you want then go to **Actions > Remove Sync Data**. ![Menu options for journal entries with 'Remove Sync Data' highlighted for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-journal-entries-image-24bz93q4.png) ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Accounting Basics](https://servicetitan.docebosaas.com/academy/learn/courses/266/accounting-basics) - See [Journal Entries overview](/v1/docs/journal-entries-overview) - See [View journal entries](/v1/docs/view-journal-entries) - See [Configure journal entries](/v1/docs/configure-journal-entries) - See [Best practice playbook: Journal entries](/v1/docs/best-practice-playbook-journal-entries)