Touchless Integration allows ServiceTitan to export financial transactions as journal entries within minutes, eliminating the need for manual batching, posting, and exporting to your accounting software.
Account configuration is required to use this feature. Please contact Technical Support for details.
Currently, this feature is only available for QuickBooks Online and Intacct.
This feature requires the Journal Entries and Accounting Periods features to be set up and configured. For more, see Journal entries overview and Use Accounting Periods.
Setup
Data flow mapping
The data flow diagram below helps you visualize how data moves between ServiceTitan and your accounting platform when using Touchless Integration.
What you need to get started
Touchless Integration is currently available only with QuickBooks Online and Intacct. To get started, reach out to your Customer Success Manager (CSM).
Review the requirements below to understand what's needed for setup.
Advanced setup
Setup for new users
To set up touchless integration as a new user of QuickBooks Online and Intacct, follow the steps outlined below:
When you're successfully integrated with QuickBooks Online or Intacct, follow the steps below to complete your Touchless Integration setup.
Setup for existing users
To transitioning to Touchless Integration, follow the steps outlined below:
Key workflows
Best practice
Optimize your daily accounting activities using journal entries using the Best practice playbook: Journal entries.
Troubleshooting and FAQ
Troubleshooting
Refer to this article below for information on how to solve common errors you may encounter.
FAQ
Check out some of the most frequently asked questions for the Touchless Integration. For more, see Touchless Integration - FAQ.