Set up general ledger (GL) accounts and map them to your pricebook items so you can synchronize ServiceTitan smoothly with your GL accounting workflow.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
The Modular Dashboard uses income items mapped to income GL accounts to calculate revenue. Make sure the pricebook items you want to count as revenue are mapped to income GL accounts.
To integrate your ServiceTitan GL accounts with QuickBooks, Map Pricebook items to a QuickBooks General Ledger Account.
If you use deferred revenue with your memberships, make sure your pricebook items are configured to the correct income and liability GL accounts. For more, see Create pricebook service items for deferred revenue.
Create a general ledger account in ServiceTitan
Go to the top toolbar, click Settings
. In side panel, go to Accounting > General Ledger Accounts.
Click Add Account to create a new account.
Add General Ledger Account opens.In the Name field, enter a name for the account.
In the Number field, you have the option to enter an account number. Otherwise, skip to the next step.
From the Type dropdown, select a GL account type.
From the Subtype dropdown, select an account subtype.
When you’re done, click Save.