--- title: "Set up Touchless Integration for QuickBooks Online" slug: "set-up-touchless-integration-for-quickbooks-online" updated: 2026-03-27T17:58:50Z published: 2026-03-27T17:58:50Z --- > ## 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. # Set up Touchless Integration for QuickBooks Online ## Overview If you’re already using QuickBooks Online, follow the instructions in this guide for a smooth transition to Touchless Integration. --- ### #### 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. ## Things to know - The current integration and reporting require transactions to have an *Exported* status, however, Touchless Integration does not mark transactions as *Exported*. To bulk mark transactions *Exported*, [close the associated Accounting Periods](/v1/docs/use-accounting-periods#open-and-close-accounting-periods) for those transactions. - Journal entries are not applied to each other in QuickBooks Online. ## What you need to get started To use Touchless Integration, you must have the following accounting features enabled: - Journal Entries - Accounting Periods Access to this feature is available through a phased rollout throughout Summer 2024. ## ServiceTitan setup checklist Before using Touchless Integration: 1. Ensure that GL accounts match between ServiceTitan and QuickBooks Online 2. Ensure your pricebook items have correct GL accounts mapped 3. (Optional) Ensure business units are mapped to QBO classes 4. Ensure your business units are connected to your QBO account 5. Reconcile your accounts ### Step 1: Ensure that GL account names match The general ledger (GL) account names between QuickBooks Online and ServiceTitan must match. > [!NOTE] > **Note:** Make sure there are no special characters, such as apostrophes, in the account names. To edit your general ledger account names in ServiceTitan: 1. On the navigation bar, click **Settings![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**. 2. From the side menu, go to **Operations > General Ledger Accounts**. 3. On the *General Ledger Accounts* settings screen, click the **Edit Mode** toggle to on. 4. Locate the GL account you want to edit and click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png)**on the *AccountName* field. 5. On the editable field, enter or make changes to the *Account Name*. ![GIF of account name being edited in General Ledger Accounts screen](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-touchless-integration-for-quickbooks-online-image-srnw1e8h.gif) For more, see [Set up general ledger accounts](/v1/docs/set-up-general-ledger-accounts). ### Step 2: Ensure your pricebook items have correct GL accounts mapped All the items in your pricebook must have the correct GL accounts mapped. > [!NOTE] > **Note:** You can create a new account for Undeposited Funds (ST-Undeposited Funds) to ensure the Undeposited Funds workflow is not impacted in QuickBooks Online. To check the general ledger account assigned to your pricebook item: 1. On the navigation bar, click **Pricebook**. 2. From the side menu, click **Services**, **Equipment**, or **Material**. 3. On the item table that opens, find the pricebook item you want to edit and click **Actions ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png) > View/Edit**. 4. On the edit screen that opens, look at the account listed in the *General Ledger Account* field under the **Details** tab. ![Editing service details with highlighted general ledger account labeled as revenue.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-touchless-integration-for-quickbooks-online-image-hlkgdsee.png) For more, see [Map pricebook items to a general ledger account](/v1/docs/qbo-onboarding-step-6-map-pricebook-items-to-qb-gl-account). ### (Optional) Step 3: Ensure business units are mapped to QBO classes If you’re using classes in QuickBooks Online, make sure the ServiceTitan business units are mapped to the correct QBO classes. > [!NOTE] > **Note:** The names must match between QuickBooks Online and ServiceTitan and make sure no special characters are used in the class names. To check the QBO class assigned to a business unit: 1. On the navigation bar, click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**. 2. From the side menu, go to **Operations > Business Units**. 3. Find the business unit you want to check and click **Edit**. 4. On the edit screen that opens, click the **Quickbooks** tab. 5. Check the QBO class assigned in the *Quickbooks Class* field. ![Editing Quickbooks settings for the Administrative class in a business unit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-touchless-integration-for-quickbooks-online-image-arp6970j.png) For more, see [Assign QuickBooks Classes to a ServiceTitan Business Unit](/v1/docs/qbo-onboarding-step-7-create-classes-in-quickbooks-online#setup3). ### Step 4: Ensure your business units are connected to your QBO account Make sure you’ve connected your ServiceTitan business units to your QuickBooks Online account. To check your connection with QuickBooks Online: 1. On the navigation bar, click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**. 2. From the side menu, click **Integrations > QuickBooks Online**. 3. On the *QuickBooks Online Connections* screen that opens, you can view the connection status of your business units. For more, see [Set up QuickBooks Online integration](/v1/docs/qbo-onboarding-step-1-set-up-quickbooks-online-integration). ### Step 5: Reconcile your accounts We strongly recommend you reconcile your accounts. This ensures you have clean data before transitioning to Touchless Integration and minimizes potential errors from occurring. > [!NOTE] > **Note:** You can skip this step if you choose to use journal entries moving forward and plan to reconcile historical transactions at a later date. #### **Example of what needs to be reconciled:** - Customer owes $1,000 on invoice 12345 according to ServiceTitan - Customer owes $50 on invoice 12345 in Intacct/QBO We recommend you reconcile data so that both platforms match as of a specific date. If you do not reconcile, you may end up over collecting or under collecting depending on your data. ## Journal Entries and Auto-Batching settings Go to **Settings > Accounting > Journal Entries and Auto-Batching**to access the *Journal Entries and Auto-Batching* settings screen to enable the settings. The table below outlines recommended settings assuming you have the Purchasing or Inventory modules enabled. | **Transaction Type** | **Export Type** | **Journal Entry Cadence** | **Sync Frequency** | **Batch Cadence** | **Separate by Business Unit** | **Separate by Payment Type** | | --- | --- | --- | --- | --- | --- | --- | | Invoices | Journal Entry Summary | Daily | Real Time | Daily | No | N/A | | Payments (Invoices) | Journal Entry Summary | Daily | Real Time | Daily | No | No | | Applied Payments | Journal Entry Summary | Daily | Real Time | Daily | No | No | | Bank Deposits | Journal Entry Summary - 1 Bank Row | Per Transaction | Real Time | Daily | No | N/A | | Vendor Bills | Document - General Ledger | Daily | N/A | Daily | No | N/A | | Vendor Credits | Document - General Ledger | Daily | N/A | Daily | No | N/A | | Vendor payments. Only applicable if Repay integration is enabled. | Document | Daily | N/A | Daily | No | N/A | | Inventory adjustment, if applicable | Journal Entry Summary | Daily | N/A | Daily | No | N/A | | Inventory Transfers, if applicable | Document | N/A | N/A | Daily | No | N/A | ### Sync Start Date Add the *Auto-Export Start Date*. This date should be the date when you want to start auto-exporting your journal entries. If any historical journal entries need to be synced, you can apply a past date in this field. **Note:***You will not be able to manually sync journal entries if they are set before the date specified in this field.* ### Auto-Batching Start Date Add the *Auto-Batching Start Date*. Batches are automatically created and can be found on the *Batch Transactions* screen. ## QuickBooks Online transition steps (optional) We recommend you perform these steps in QuickBooks Online before transitioning to Touchless Integration. This makes sure you have clean data and minimizes potential errors. 1. Clean up the Undeposited Funds account in QuickBooks Online and make sure no payments are in the Undeposited Funds workflow. 2. Reconcile Accounts Receivable (AR). 1. If you set the *Export Type* to *Journal Entry Summary*, then consolidate all AR from customer level details into a single customer. You can do this by creating a reclass journal entry in QuickBooks Online. 2. Any changes made in ServiceTitan will create or update a journal entry in QuickBooks Online. 3. Close previous periods in QuickBooks Online if you do not want historical data to be synced. ## ServiceTitan transition steps (optional) We recommend you perform these steps in ServiceTitan before transitioning to Touchless Integration. This makes sure you have clean data and minimizes potential errors. 1. Batch and export your existing transactions. 2. Clear up ungrouped payments by adding all historical payments to one bank deposit. 1. Set the bank deposit *Auto-Export Frequency* to *Manual*. 2. Create one bank deposit with historical payments and include this in a journal entry. 3. Make sure the journal entry remains in the *Unsynced* status. 4. Update the bank deposit *Auto-Export Frequency*to *Real-Time*. ## Impact on accounting workflows After you migrate to Touchless Integration, the following changes take place: - ServiceTitan becomes the Accounts Receivable sub-ledger. - QuickBooks Online provides the total sales tax liability, and sales tax by jurisdiction for compliance and remittance is available in ServiceTitan reporting. - All inventory counts and individual SKUs are managed in ServiceTitan. The inventory value is available on the financial statements in QuickBooks Online. - As credit cards are processed in ServiceTitan, automated bank deposits are created that match settlement or bank deposits. Those journal entries are then synced to QuickBooks Online and can be auto-matched. > [!NOTE] > **Note:** All other payment types not processed through ServiceTitan must be processed in ServiceTitan, and a bank deposit must be created. For more, see [Use Customer Payments and Bank Deposits modules with the Transaction Hub](/v1/docs/use-customer-payments-and-bank-deposits-modules-with-txn-hub). ## Set up manual sales tax If you are tracking sales tax manually with QuickBooks Online, see [Set up manual tax in QBO with Touchless Integration for information](/v1/docs/set-up-manual-tax-in-qbo-with-touchless-integration) on how to set it up. ## Want to learn more? - See [Touchless Integration overview](/v1/docs/touchless-integration-overview) - See [Accounting Integrations](/v1/docs/accounting-integrations) - See [Resolve Touchless Integration export errors (QBO)](/v1/docs/resolve-touchless-integration-export-errors-qbo)