---
title: "Touchless Integration Home"
slug: "touchless-integration-1"
updated: 2026-06-10T12:24:37Z
published: 2026-06-10T12:24:37Z
---

> ## 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.

# Touchless Integration Home

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="svg,path,span,polyline,line"><div class="plp-page" style="max-width:1040px;margin:0 auto;padding:0 24px 80px;font-size:15px;line-height:1.65;color:#22252A;"><!-- ══════════════════════════════════════ HERO ══════════════════════════════════════════ --><div style="border:1px solid #AFCBF9;border-radius:16px;overflow:hidden;margin-top:40px;background:linear-gradient(135deg,#0d1e3d 0%,#0a3060 50%,#003d82 100%);position:relative;"><div style="position:absolute;top:-60px;right:-60px;width:280px;height:280px;border-radius:50%;background:rgba(2,101,220,0.18);pointer-events:none;"></div><div style="position:absolute;bottom:-80px;right:80px;width:180px;height:180px;border-radius:50%;background:rgba(19,206,234,0.10);pointer-events:none;"></div><div style="padding:48px 48px 44px;position:relative;z-index:1;"><h1 class="plp-h" style="font-size:38px;font-weight:800;color:#ffffff;margin:0 0 16px;line-height:1.15;max-width:580px;" id="touchless-integration">Touchless Integration</h1><p style="font-size:16px;color:rgba(255,255,255,0.78);max-width:600px;margin:0 0 28px;line-height:1.75;">Automatically export financial transactions as journal entries within minutes — eliminating manual batching, posting, and exporting to your accounting software.</p><div style="display:flex;flex-wrap:wrap;gap:10px;align-items:center;"><a href="/docs/touchless-integration-1#setup" class="plp-btn-primary" style="display:inline-flex;align-items:center;gap:8px;background:#ffffff;color:#003d82;padding:11px 24px;border-radius:8px;font-size:14px;font-weight:700;text-decoration:none;font-family:'Nunito Sans',sans-serif;" rel="noopener"><svg width="13" height="13" viewbox="0 0 24 24" fill="#003d82"><path d="M11 21h-1l1-7H7.5c-.88 0-.33-.75-.31-.78C8.48 10.94 10.42 7.54 13.01 3h1l-1 7h3.51c.4 0 .62.19.4.66C12.97 17.55 11 21 11 21z"></path></svg> New to Touchless Integration? Start here </a><a href="/docs/touchless-integration-1#key-workflows" class="plp-btn-ghost" style="display:inline-flex;align-items:center;gap:8px;background:rgba(255,255,255,0.08);color:#ffffff;padding:11px 24px;border-radius:8px;font-size:14px;font-weight:700;text-decoration:none;border:1.5px solid rgba(255,255,255,0.25);font-family:'Nunito Sans',sans-serif;" rel="noopener"><svg width="13" height="13" viewbox="0 0 24 24" fill="currentColor"><path d="M10 18h4v-2h-4v2zM3 6v2h18V6H3zm3 7h12v-2H6v2z"></path></svg> Jump to key workflows </a></div></div></div><!-- ══════════════════════════════════════ VIDEO ══════════════════════════════════════════ --><div style="margin-top:32px;"><div style="background:#ffffff;border:1px solid #e5e7eb;border-radius:14px;padding:20px 22px;display:flex;align-items:center;gap:22px;flex-wrap:wrap;box-shadow:0 1px 4px rgba(0,0,0,0.05);"><div style="flex:0 0 440px;min-width:280px;position:relative;padding-top:248px;border-radius:10px;overflow:hidden;background:#0d1e3d;"><iframe src="https://fast.wistia.net/embed/iframe/fa90oldo6m?videoFoam=true" allowfullscreen="" allow="autoplay; fullscreen" frameborder="0" scrolling="no" style="position:absolute;top:0;left:0;width:100%;height:100%;border:0;"></iframe></div><div style="flex:1 1 180px;min-width:0;"><p style="font-size:11px;font-weight:800;color:#0265DC;letter-spacing:0.07em;text-transform:uppercase;margin:0 0 6px;font-family:'Nunito',sans-serif;">Product overview</p><p style="font-size:15px;font-weight:700;color:#141414;margin:0 0 8px;line-height:1.3;font-family:'Nunito',sans-serif;">See Touchless Integration in action</p><p style="font-size:13.5px;color:#737475;margin:0;line-height:1.6;">Watch how ServiceTitan automatically exports financial transactions as journal entries to QuickBooks Online or Intacct — no manual batching or posting required.</p></div></div></div><!-- DIVIDER --><div style="height:1px;background:#EEEEEE;margin:36px 0 0;"></div><!-- ══════════════════════════════════════ SETUP ══════════════════════════════════════════ --><div style="margin-top:0;" id="setup"><h2 class="plp-h" style="font-size:20px;font-weight:800;color:#141414;margin:0 0 10px;" id="setup">Setup</h2><p style="margin:0 0 28px;color:#444445;font-size:15px;line-height:1.75;max-width:800px;">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. Currently available for QuickBooks Online and Intacct only.</p><div style="display:grid;grid-template-columns:1fr 316px;gap:16px;align-items:stretch;"><div style="background:#EBF4FE;border:1px solid #B5D4F4;border-radius:12px;padding:24px 26px;box-sizing:border-box;"><p style="font-size:11px;font-weight:800;color:#185FA5;letter-spacing:0.08em;text-transform:uppercase;margin:0 0 18px;font-family:'Nunito',sans-serif;">Setup checklist</p><div style="display:flex;flex-direction:column;gap:14px;"><div style="display:flex;align-items:flex-start;gap:11px;"><div style="width:28px;height:28px;min-width:28px;background:#ffffff;border-radius:7px;display:flex;align-items:center;justify-content:center;margin-top:1px;box-shadow:0 1px 3px rgba(12,68,124,0.12);"><svg width="14" height="14" viewbox="0 0 24 24" fill="#0C447C"><path d="M12 2C6.48 2 2 6.48 2 12s4.48 10 10 10 10-4.48 10-10S17.52 2 12 2zm-2 15l-5-5 1.41-1.41L10 14.17l7.59-7.59L19 8l-9 9z"></path></svg></div><div><p style="margin:0 0 2px;font-size:13.5px;font-weight:700;color:#0C447C;"><a href="/v1/docs/touchless-integration-overview" style="color:#0C447C;text-decoration:none;" target="_blank" rel="noopener noreferrer">Touchless Integration overview</a></p><p style="margin:0;font-size:13px;color:#185FA5;line-height:1.5;">Start here to understand what Touchless Integration does and how it connects with your accounting platform.</p></div></div><div style="display:flex;align-items:flex-start;gap:11px;"><div style="width:28px;height:28px;min-width:28px;background:#ffffff;border-radius:7px;display:flex;align-items:center;justify-content:center;margin-top:1px;box-shadow:0 1px 3px rgba(12,68,124,0.12);"><svg width="14" height="14" viewbox="0 0 24 24" fill="#0C447C"><path d="M22.7 19l-9.1-9.1c.9-2.3.4-5-1.5-6.9-2-2-5-2.4-7.4-1.3L9 6 6 9 1.6 4.7C.4 7.1.9 10.1 2.9 12.1c1.9 1.9 4.6 2.4 6.9 1.5l9.1 9.1c.4.4 1 .4 1.4 0l2.3-2.3c.5-.4.5-1.1.1-1.4z"></path></svg></div><div><p style="margin:0 0 2px;font-size:13.5px;font-weight:700;color:#0C447C;"><a href="/v1/docs/touchless-integration-setup-requirements" style="color:#0C447C;text-decoration:none;" target="_blank" rel="noopener noreferrer">Touchless Integration setup requirements</a></p><p style="margin:0;font-size:13px;color:#185FA5;line-height:1.5;">Review the requirements to understand what's needed before getting started.</p></div></div><div style="display:flex;align-items:flex-start;gap:11px;"><div style="width:28px;height:28px;min-width:28px;background:#ffffff;border-radius:7px;display:flex;align-items:center;justify-content:center;margin-top:1px;box-shadow:0 1px 3px rgba(12,68,124,0.12);"><svg width="14" height="14" viewbox="0 0 24 24" fill="#0C447C"><path d="M19.43 12.98c.04-.32.07-.64.07-.98s-.03-.66-.07-.98l2.11-1.65c.19-.15.24-.42.12-.64l-2-3.46c-.12-.22-.39-.3-.61-.22l-2.49 1c-.52-.4-1.08-.73-1.69-.98l-.38-2.65A.488.488 0 0 0 14 2h-4c-.25 0-.46.18-.49.42l-.38 2.65c-.61.25-1.17.59-1.69.98l-2.49-1c-.23-.09-.49 0-.61.22l-2 3.46c-.13.22-.07.49.12.64l2.11 1.65c-.04.32-.07.65-.07.98s.03.66.07.98l-2.11 1.65c-.19.15-.24.42-.12.64l2 3.46c.12.22.39.3.61.22l2.49-1c.52.4 1.08.73 1.69.98l.38 2.65c.03.24.24.42.49.42h4c.25 0 .46-.18.49-.42l.38-2.65c.61-.25 1.17-.59 1.69-.98l2.49 1c.23.09.49 0 .61-.22l2-3.46c.12-.22.07-.49-.12-.64l-2.11-1.65zM12 15.5c-1.93 0-3.5-1.57-3.5-3.5s1.57-3.5 3.5-3.5 3.5 1.57 3.5 3.5-1.57 3.5-3.5 3.5z"></path></svg></div><div><p style="margin:0 0 2px;font-size:13.5px;font-weight:700;color:#0C447C;"><a href="/v1/docs/set-up-touchless-integration-for-quickbooks-online" style="color:#0C447C;text-decoration:none;" target="_blank" rel="noopener noreferrer">Set up Touchless Integration for QuickBooks Online</a></p><p style="margin:0;font-size:13px;color:#185FA5;line-height:1.5;">Follow these steps once you're integrated with QuickBooks Online to complete your setup.</p></div></div><div style="display:flex;align-items:flex-start;gap:11px;"><div style="width:28px;height:28px;min-width:28px;background:#ffffff;border-radius:7px;display:flex;align-items:center;justify-content:center;margin-top:1px;box-shadow:0 1px 3px rgba(12,68,124,0.12);"><svg width="14" height="14" viewbox="0 0 24 24" fill="#0C447C"><path d="M19.43 12.98c.04-.32.07-.64.07-.98s-.03-.66-.07-.98l2.11-1.65c.19-.15.24-.42.12-.64l-2-3.46c-.12-.22-.39-.3-.61-.22l-2.49 1c-.52-.4-1.08-.73-1.69-.98l-.38-2.65A.488.488 0 0 0 14 2h-4c-.25 0-.46.18-.49.42l-.38 2.65c-.61.25-1.17.59-1.69.98l-2.49-1c-.23-.09-.49 0-.61.22l-2 3.46c-.13.22-.07.49.12.64l2.11 1.65c-.04.32-.07.65-.07.98s.03.66.07.98l-2.11 1.65c-.19.15-.24.42-.12.64l2 3.46c.12.22.39.3.61.22l2.49-1c.52.4 1.08.73 1.69.98l.38 2.65c.03.24.24.42.49.42h4c.25 0 .46-.18.49-.42l.38-2.65c.61-.25 1.17-.59 1.69-.98l2.49 1c.23.09.49 0 .61-.22l2-3.46c.12-.22.07-.49-.12-.64l-2.11-1.65zM12 15.5c-1.93 0-3.5-1.57-3.5-3.5s1.57-3.5 3.5-3.5 3.5 1.57 3.5 3.5-1.57 3.5-3.5 3.5z"></path></svg></div><div><p style="margin:0 0 2px;font-size:13.5px;font-weight:700;color:#0C447C;"><a href="/v1/docs/set-up-touchless-integration-for-intacct" style="color:#0C447C;text-decoration:none;" target="_blank" rel="noopener noreferrer">Set up Touchless Integration for Intacct</a></p><p style="margin:0;font-size:13px;color:#185FA5;line-height:1.5;">Follow these steps once you're integrated with Intacct to complete your setup.</p></div></div></div></div><div style="display:grid;grid-template-rows:1fr 1fr 1fr;gap:10px;box-sizing:border-box;"><div style="background:#E0F2FF;border:1px solid #B5DEFF;border-radius:10px;padding:14px 16px;display:flex;flex-direction:column;justify-content:center;"><div style="display:flex;align-items:center;gap:7px;margin-bottom:5px;"><svg width="13" height="13" viewbox="0 0 24 24" fill="#0265DC"><path d="M18 8h-1V6c0-2.76-2.24-5-5-5S7 3.24 7 6v2H6c-1.1 0-2 .9-2 2v10c0 1.1.9 2 2 2h12c1.1 0 2-.9 2-2V10c0-1.1-.9-2-2-2zm-6 9c-1.1 0-2-.9-2-2s.9-2 2-2 2 .9 2 2-.9 2-2 2zm3.1-9H8.9V6c0-1.71 1.39-3.1 3.1-3.1 1.71 0 3.1 1.39 3.1 3.1v2z"></path></svg><p style="font-size:11px;font-weight:800;color:#004491;margin:0;letter-spacing:0.06em;text-transform:uppercase;font-family:'Nunito',sans-serif;">Required access</p></div><p style="font-size:12.5px;color:#141414;margin:0;line-height:1.55;">Account configuration required — contact <a href="http://go.servicetitan.com/ask" style="color:#0265DC;font-weight:600;" target="_blank" rel="noopener noreferrer">Technical Support</a>. Requires Journal Entries and Accounting Periods features. Available for QuickBooks Online and Intacct only.</p></div><div style="background:#CEF8E0;border:1px solid #49CC93;border-radius:10px;padding:14px 16px;display:flex;flex-direction:column;justify-content:center;"><div style="display:flex;align-items:center;gap:7px;margin-bottom:5px;"><svg width="13" height="13" viewbox="0 0 24 24" fill="#007A4D"><path d="M12 2C6.48 2 2 6.48 2 12s4.48 10 10 10 10-4.48 10-10S17.52 2 12 2zm-2 15l-5-5 1.41-1.41L10 14.17l7.59-7.59L19 8l-9 9z"></path></svg><p style="font-size:11px;font-weight:800;color:#005132;margin:0;letter-spacing:0.06em;text-transform:uppercase;font-family:'Nunito',sans-serif;">Once setup is complete</p></div><p style="font-size:12.5px;color:#141414;margin:0;line-height:1.55;">ServiceTitan automatically exports financial transactions as journal entries — no manual batching, posting, or exporting needed.</p></div><div style="background:#FFF9E3;border:1px solid #FFBE00;border-radius:10px;padding:14px 16px;display:flex;flex-direction:column;justify-content:center;"><div style="display:flex;align-items:center;gap:7px;margin-bottom:5px;"><svg width="13" height="13" viewbox="0 0 24 24" fill="#DE9500"><path d="M1 21h22L12 2 1 21zm12-3h-2v-2h2v2zm0-4h-2v-4h2v4z"></path></svg><p style="font-size:11px;font-weight:800;color:#7A2F00;margin:0;letter-spacing:0.06em;text-transform:uppercase;font-family:'Nunito',sans-serif;">Not yet a customer?</p></div><p style="font-size:12.5px;color:#141414;margin:0;line-height:1.55;">Request a demo on the <a href="https://www.servicetitan.com/features/pro" style="color:#B14C00;font-weight:600;" target="_blank" rel="noopener noreferrer">Pro Products page</a>, or reach out to your Customer Success Manager or Pro Account Manager.</p></div></div></div><!-- Advanced Setup dropdown --><div style="margin-top:24px;border-left:3px solid #0265DC;border-radius:0 8px 8px 0;overflow:hidden;"><div style="padding:14px 18px;font-size:14px;font-weight:700;color:#141414;background:#EBF4FE;border:1px solid #B5D4F4;border-left:none;">Advanced Setup — Touchless Integration</div><div style="padding:14px 18px 16px;background:#FAFAFA;border:1px solid #DFE0E1;border-top:none;border-left:none;border-radius:0 0 8px 0;"><p style="font-size:14px;color:#444445;margin:0 0 10px;font-weight:700;line-height:1.65;">Setup for new users</p><p style="font-size:14px;color:#444445;margin:0 0 6px;line-height:1.65;">To set up Touchless Integration as a new user, follow the steps for your platform:</p><div style="display:flex;flex-direction:column;gap:0;margin-bottom:14px;"><div style="display:flex;align-items:flex-start;gap:9px;padding:5px 0;"><span style="width:5px;height:5px;min-width:5px;border-radius:50%;background:#BCBCBD;display:inline-block;margin-top:6px;flex-shrink:0;"></span><a href="/v1/docs/touchless-integration-setup-requirements#setup-requirements-for-new-quickbooks-online-users" style="color:#0265DC;text-decoration:none;font-size:13.5px;line-height:1.55;" target="_blank" rel="noopener noreferrer">Setup requirements for new QuickBooks Online users</a></div><div style="display:flex;align-items:flex-start;gap:9px;padding:5px 0;"><span style="width:5px;height:5px;min-width:5px;border-radius:50%;background:#BCBCBD;display:inline-block;margin-top:6px;flex-shrink:0;"></span><a href="/v1/docs/touchless-integration-setup-requirements#setup-requirements-for-new-intacct-users" style="color:#0265DC;text-decoration:none;font-size:13.5px;line-height:1.55;" target="_blank" rel="noopener noreferrer">Setup requirements for new Intacct users</a></div></div><p style="font-size:14px;color:#444445;margin:0 0 10px;font-weight:700;line-height:1.65;">Setup for existing users</p><p style="font-size:14px;color:#444445;margin:0 0 6px;line-height:1.65;">To transition to Touchless Integration, follow the steps for your platform:</p><div style="display:flex;flex-direction:column;gap:0;"><div style="display:flex;align-items:flex-start;gap:9px;padding:5px 0;"><span style="width:5px;height:5px;min-width:5px;border-radius:50%;background:#BCBCBD;display:inline-block;margin-top:6px;flex-shrink:0;"></span><a href="/v1/docs/set-up-touchless-integration-for-quickbooks-online" style="color:#0265DC;text-decoration:none;font-size:13.5px;line-height:1.55;" target="_blank" rel="noopener noreferrer">Set up Touchless Integration for QuickBooks Online</a></div><div style="display:flex;align-items:flex-start;gap:9px;padding:5px 0;"><span style="width:5px;height:5px;min-width:5px;border-radius:50%;background:#BCBCBD;display:inline-block;margin-top:6px;flex-shrink:0;"></span><a href="/v1/docs/set-up-touchless-integration-for-intacct" style="color:#0265DC;text-decoration:none;font-size:13.5px;line-height:1.55;" target="_blank" rel="noopener noreferrer">Set up Touchless Integration for Intacct</a></div></div></div></div><!-- Data flow diagram image — from original source --><div style="margin-top:24px;background:#ffffff;border:1px solid #e5e7eb;border-radius:12px;padding:20px 24px;"><p style="font-size:11px;font-weight:800;color:#185FA5;letter-spacing:0.08em;text-transform:uppercase;margin:0 0 12px;font-family:'Nunito',sans-serif;">Data flow mapping</p><p style="font-size:13.5px;color:#444445;margin:0 0 16px;line-height:1.6;">The data flow diagram below helps you visualize how data moves between ServiceTitan and your accounting platform when using Touchless Integration.</p><img src="https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/touchless-integration-image-d169iaul.png" alt="Touchless Integration data flow diagram" style="display:block;max-width:100%;height:auto;border:1px solid #AFCBF9;border-radius:6px;margin:0 0 12px;"><a href="https://assets.ctfassets.net/mb2ty0185mk8/7M7fZjwWvso7B7drwt7HxV/b1449ac174e5de1c43dd3228f1013e41/Data_flow_with_Touchless_Integration.pdf" style="color:#0265DC;font-weight:600;font-size:13.5px;text-decoration:none;display:inline-flex;align-items:center;gap:6px;" target="_blank" rel="noopener noreferrer">Download data flow diagram <svg width="13" height="13" viewbox="0 0 24 24" fill="none" stroke="#0265DC" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round"><path d="M18 13v6a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V8a2 2 0 0 1 2-2h6"></path><polyline points="15 3 21 3 21 9"></polyline><line x1="10" y1="14" x2="21" y2="3"></line></svg></a></div></div><!-- DIVIDER --><div style="height:1px;background:#EEEEEE;margin:56px 0 0;"></div><!-- ══════════════════════════════════════ KEY WORKFLOWS ══════════════════════════════════════════ --><div style="margin-top:40px;" id="key-workflows"><h2 class="plp-h" style="font-size:20px;font-weight:800;color:#141414;margin:0 0 4px;" id="key-workflows">Key workflows</h2><p style="color:#737475;font-size:14px;margin:0 0 18px;">Core workflows for using Touchless Integration effectively.</p><!-- Best practice card --><div id="wf-best-practice" class="plp-role-card" style="border:1px solid #9FE1CB;border-radius:12px;overflow:hidden;margin-bottom:10px;"><!-- H3 for Doc360 TOC — visually hidden, semantically present --><h3 style="position:absolute;width:1px;height:1px;overflow:hidden;clip:rect(0,0,0,0);white-space:nowrap;margin:0;padding:0;border:0;" id="wf-best-practice-heading">Best practice</h3><div style="padding:16px 22px;border-bottom:1px solid #9FE1CB;background:#E1F5EE;display:flex;align-items:center;gap:12px;"><div style="width:40px;height:40px;min-width:40px;background:#ffffff;border-radius:10px;display:flex;align-items:center;justify-content:center;box-shadow:0 1px 3px rgba(8,80,65,0.12);"><svg width="20" height="20" viewbox="0 0 24 24" fill="#085041"><path d="M3.5 18.49l6-6.01 4 4L22 6.92l-1.41-1.41-7.09 7.97-4-4L2 16.99z"></path></svg></div><div><p style="font-size:14px;font-weight:800;color:#085041;margin:0;font-family:'Nunito',sans-serif;">Best practice</p><p style="font-size:13px;color:#085041;margin:0;line-height:1.4;opacity:0.8;">Optimize your daily accounting activities using journal entries.</p></div></div><div class="plp-art-list" style="padding:18px 26px 22px;background:#ffffff;display:flex;flex-direction:column;gap:0;"><div style="display:flex;align-items:flex-start;gap:9px;padding:5px 0;"><span style="width:5px;height:5px;min-width:5px;border-radius:50%;background:#BCBCBD;display:inline-block;margin-top:6px;flex-shrink:0;"></span><a href="/v1/docs/best-practice-playbook-journal-entries" style="color:#0265DC;text-decoration:none;font-size:13.5px;line-height:1.55;" target="_blank" rel="noopener noreferrer">Best practice playbook: Journal entries</a></div></div></div></div><!-- DIVIDER --><div style="height:1px;background:#EEEEEE;margin:56px 0 0;"></div><!-- ══════════════════════════════════════ TROUBLESHOOTING & FAQ ══════════════════════════════════════════ --><div style="margin-top:40px;" id="troubleshooting-faq"><h2 class="plp-h" style="font-size:20px;font-weight:800;color:#141414;margin:0 0 4px;" id="troubleshooting-faq">Troubleshooting &amp; FAQ</h2><p style="color:#737475;font-size:14px;margin:0 0 24px;">Quick solutions to common issues and answers to frequently asked questions.</p><div style="background:#F7F7F7;border-radius:14px;padding:28px 32px;margin-bottom:40px;"><div style="display:flex;align-items:center;gap:14px;margin-bottom:24px;"><div style="width:36px;height:36px;min-width:36px;background:#EAEFF2;border-radius:8px;display:flex;align-items:center;justify-content:center;"><svg width="18" height="18" viewbox="0 0 24 24" fill="#576671"><path d="M22.7 19l-9.1-9.1c.9-2.3.4-5-1.5-6.9-2-2-5-2.4-7.4-1.3L9 6 6 9 1.6 4.7C.4 7.1.9 10.1 2.9 12.1c1.9 1.9 4.6 2.4 6.9 1.5l9.1 9.1c.4.4 1 .4 1.4 0l2.3-2.3c.5-.4.5-1.1.1-1.4z"></path></svg></div><div><p style="font-size:16px;font-weight:800;color:#141414;margin:0;line-height:1.2;font-family:'Nunito',sans-serif;">Troubleshooting</p><p style="font-size:13.5px;color:#737475;margin:3px 0 0;line-height:1.4;">Step-by-step guides to resolve the most common issues.</p></div></div><div class="plp-art-list" style="display:flex;flex-direction:column;gap:0;"><div style="display:flex;align-items:flex-start;gap:9px;padding:5px 0;"><span style="width:5px;height:5px;min-width:5px;border-radius:50%;background:#BCBCBD;display:inline-block;margin-top:6px;flex-shrink:0;"></span><a href="/v1/docs/resolve-touchless-integration-export-errors-qbo" style="font-size:14px;" target="_blank" rel="noopener noreferrer">Resolve Touchless Integration export errors (QBO)</a></div></div></div><div style="display:flex;align-items:center;gap:12px;margin-bottom:6px;"><div style="width:36px;height:36px;min-width:36px;background:#EBF4FE;border-radius:8px;display:flex;align-items:center;justify-content:center;"><svg width="18" height="18" viewbox="0 0 24 24" fill="#0C447C"><path d="M11 18h2v-2h-2v2zm1-16C6.48 2 2 6.48 2 12s4.48 10 10 10 10-4.48 10-10S17.52 2 12 2zm0 18c-4.41 0-8-3.59-8-8s3.59-8 8-8 8 3.59 8 8-3.59 8-8 8zm0-14c-2.21 0-4 1.79-4 4h2c0-1.1.9-2 2-2s2 .9 2 2c0 2-3 1.75-3 5h2c0-2.25 3-2.5 3-5 0-2.21-1.79-4-4-4z"></path></svg></div><p style="font-size:16px;font-weight:800;color:#141414;margin:0;font-family:'Nunito',sans-serif;">Frequently Asked Questions</p></div><p style="color:#737475;font-size:14px;margin:0 0 16px;max-width:680px;">Check out some of the most frequently asked questions for Touchless Integration.</p><div style="display:flex;flex-direction:column;gap:6px;"><details style="border-left:3px solid #0265DC;border-radius:0 8px 8px 0;overflow:hidden;"><summary class="plp-faq-row" style="padding:14px 18px;font-size:14px;font-weight:700;color:#141414;cursor:pointer;list-style:none;display:flex;align-items:center;justify-content:space-between;gap:12px;background:#ffffff;border-bottom:1px solid #EEEEEE;"> Does auto-export work retroactively after enabling it if there are existing non-exported journal entries? <svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#949596" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round" style="flex-shrink:0;"><polyline points="6 9 12 15 18 9"></polyline></svg></summary><div class="plp-faq-body" style="padding:14px 18px 16px;background:#FAFAFA;"><p style="font-size:14px;color:#444445;margin:0;line-height:1.65;">Yes. The Auto-Export Start Date lets you retroactively export journal entries.</p></div></details><details style="border-left:3px solid #0265DC;border-radius:0 8px 8px 0;overflow:hidden;"><summary class="plp-faq-row" style="padding:14px 18px;font-size:14px;font-weight:700;color:#141414;cursor:pointer;list-style:none;display:flex;align-items:center;justify-content:space-between;gap:12px;background:#ffffff;border-bottom:1px solid #EEEEEE;"> In QuickBooks Online and Intacct, where can I find a link to ServiceTitan for reconciling? <svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#949596" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round" style="flex-shrink:0;"><polyline points="6 9 12 15 18 9"></polyline></svg></summary><div class="plp-faq-body" style="padding:14px 18px 16px;background:#FAFAFA;"><p style="font-size:14px;color:#444445;margin:0;line-height:1.65;">In QuickBooks Online, the URL can be found in the Memo field. In Intacct, the URL can be found in the URL field that stores the link.</p></div></details><details style="border-left:3px solid #0265DC;border-radius:0 8px 8px 0;overflow:hidden;"><summary class="plp-faq-row" style="padding:14px 18px;font-size:14px;font-weight:700;color:#141414;cursor:pointer;list-style:none;display:flex;align-items:center;justify-content:space-between;gap:12px;background:#ffffff;border-bottom:1px solid #EEEEEE;"> What is the cadence for auto-export? <svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#949596" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round" style="flex-shrink:0;"><polyline points="6 9 12 15 18 9"></polyline></svg></summary><div class="plp-faq-body" style="padding:14px 18px 16px;background:#FAFAFA;"><p style="font-size:14px;color:#444445;margin:0;line-height:1.65;">The cadence for journal entries is nearly two minutes. As journal entries are created and updated, auto-export runs approximately every two minutes.</p></div></details><details style="border-left:3px solid #0265DC;border-radius:0 8px 8px 0;overflow:hidden;"><summary class="plp-faq-row" style="padding:14px 18px;font-size:14px;font-weight:700;color:#141414;cursor:pointer;list-style:none;display:flex;align-items:center;justify-content:space-between;gap:12px;background:#ffffff;border-bottom:1px solid #EEEEEE;"> Is there a status on invoices now that batching, posting, and exporting are no longer necessary? <svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#949596" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round" style="flex-shrink:0;"><polyline points="6 9 12 15 18 9"></polyline></svg></summary><div class="plp-faq-body" style="padding:14px 18px 16px;background:#FAFAFA;"><p style="font-size:14px;color:#444445;margin:0;line-height:1.65;">Yes. A new Period Status will appear on invoices to indicate whether the accounting period is open or closed. Currently, this status is shown in addition to the existing batched/exported status.</p></div></details><details style="border-left:3px solid #0265DC;border-radius:0 8px 8px 0;overflow:hidden;"><summary class="plp-faq-row" style="padding:14px 18px;font-size:14px;font-weight:700;color:#141414;cursor:pointer;list-style:none;display:flex;align-items:center;justify-content:space-between;gap:12px;background:#ffffff;border-bottom:1px solid #EEEEEE;"> What happens when a journal entry has been synced over, and then an update on that journal entry is made? Does it auto-sync? <svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#949596" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round" style="flex-shrink:0;"><polyline points="6 9 12 15 18 9"></polyline></svg></summary><div class="plp-faq-body" style="padding:14px 18px 16px;background:#FAFAFA;"><p style="font-size:14px;color:#444445;margin:0;line-height:1.65;">Yes, provided your settings are configured for auto-export and the accounting period is still open. Any changes made to a transaction in a synced journal entry will automatically sync, and the previously exported journal entry will be updated with the new values based on the changes made in ServiceTitan.</p></div></details></div></div><!-- DIVIDER --><div style="height:1px;background:#EEEEEE;margin:56px 0 0;"></div><!-- ══════════════════════════════════════ RELATED WORKFLOWS ══════════════════════════════════════════ --><div style="margin-top:40px;" id="related-workflows"><h2 class="plp-h" style="font-size:20px;font-weight:800;color:#141414;margin:0 0 4px;" id="related-workflows">Related workflows</h2><p style="color:#737475;font-size:14px;margin:0 0 18px;">Explore neighboring areas of ServiceTitan that connect with Touchless Integration.</p><div style="display:grid;grid-template-columns:repeat(4,1fr);gap:10px;"><div class="plp-related-card" style="background:#ffffff;border:1px solid #DFE0E1;border-radius:12px;padding:18px 18px 16px;box-sizing:border-box;position:relative;overflow:hidden;"><div style="position:absolute;top:0;left:0;right:0;height:3px;background:#0265DC;border-radius:12px 12px 0 0;"></div><div style="width:34px;height:34px;background:#EBF4FE;border-radius:8px;display:flex;align-items:center;justify-content:center;margin-bottom:11px;"><svg width="17" height="17" viewbox="0 0 24 24" fill="#0C447C"><path d="M19 3H5c-1.1 0-2 .9-2 2v14c0 1.1.9 2 2 2h14c1.1 0 2-.9 2-2V5c0-1.1-.9-2-2-2zM9 17H7v-7h2v7zm4 0h-2V7h2v10zm4 0h-2v-4h2v4z"></path></svg></div><p class="plp-h" style="font-weight:800;color:#141414;font-size:13.5px;margin:0 0 5px;">Journal Entries</p><p style="font-size:12.5px;color:#737475;margin:0 0 13px;line-height:1.5;">The underlying engine that Touchless Integration uses to export financial transactions automatically.</p><a href="/v1/docs/journal-entries-overview" style="color:#0265DC;font-weight:600;font-size:13px;text-decoration:none;display:inline-flex;align-items:center;gap:3px;" target="_blank" rel="noopener noreferrer">Explore <svg width="10" height="10" viewbox="0 0 24 24" fill="none" stroke="#0265DC" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round"><polyline points="9 18 15 12 9 6"></polyline></svg></a></div><div class="plp-related-card" style="background:#ffffff;border:1px solid #DFE0E1;border-radius:12px;padding:18px 18px 16px;box-sizing:border-box;position:relative;overflow:hidden;"><div style="position:absolute;top:0;left:0;right:0;height:3px;background:#085041;border-radius:12px 12px 0 0;"></div><div style="width:34px;height:34px;background:#E1F5EE;border-radius:8px;display:flex;align-items:center;justify-content:center;margin-bottom:11px;"><svg width="17" height="17" viewbox="0 0 24 24" fill="#085041"><path d="M9 11H7v2h2v-2zm4 0h-2v2h2v-2zm4 0h-2v2h2v-2zm2-7h-1V2h-2v2H8V2H6v2H5c-1.11 0-1.99.9-1.99 2L3 20c0 1.1.89 2 2 2h14c1.1 0 2-.9 2-2V6c0-1.1-.9-2-2-2zm0 16H5V9h14v11z"></path></svg></div><p class="plp-h" style="font-weight:800;color:#141414;font-size:13.5px;margin:0 0 5px;">Accounting Periods</p><p style="font-size:12.5px;color:#737475;margin:0 0 13px;line-height:1.5;">A required prerequisite for Touchless Integration — manage and close your accounting periods in ServiceTitan.</p><a href="/v1/docs/use-accounting-periods" style="color:#0265DC;font-weight:600;font-size:13px;text-decoration:none;display:inline-flex;align-items:center;gap:3px;" target="_blank" rel="noopener noreferrer">Explore <svg width="10" height="10" viewbox="0 0 24 24" fill="none" stroke="#0265DC" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round"><polyline points="9 18 15 12 9 6"></polyline></svg></a></div><div class="plp-related-card" style="background:#ffffff;border:1px solid #DFE0E1;border-radius:12px;padding:18px 18px 16px;box-sizing:border-box;position:relative;overflow:hidden;"><div style="position:absolute;top:0;left:0;right:0;height:3px;background:#3C3489;border-radius:12px 12px 0 0;"></div><div style="width:34px;height:34px;background:#EEEDFE;border-radius:8px;display:flex;align-items:center;justify-content:center;margin-bottom:11px;"><svg width="17" height="17" viewbox="0 0 24 24" fill="#3C3489"><path d="M11.8 10.9c-2.27-.59-3-1.2-3-2.15 0-1.09 1.01-1.85 2.7-1.85 1.78 0 2.44.85 2.5 2.1h2.21c-.07-1.72-1.12-3.3-3.21-3.81V3h-3v2.16c-1.94.42-3.5 1.68-3.5 3.61 0 2.31 1.91 3.46 4.7 4.13 2.5.6 3 1.48 3 2.41 0 .69-.49 1.79-2.7 1.79-2.06 0-2.87-.92-2.98-2.1h-2.2c.12 2.19 1.76 3.42 3.68 3.83V21h3v-2.15c1.95-.37 3.5-1.5 3.5-3.55 0-2.84-2.43-3.81-4.7-4.4z"></path></svg></div><p class="plp-h" style="font-weight:800;color:#141414;font-size:13.5px;margin:0 0 5px;">Payments &amp; Invoicing</p><p style="font-size:12.5px;color:#737475;margin:0 0 13px;line-height:1.5;">Financial transactions processed in ServiceTitan that Touchless Integration automatically exports as journal entries.</p><a href="/v1/docs/payments-overview" style="color:#0265DC;font-weight:600;font-size:13px;text-decoration:none;display:inline-flex;align-items:center;gap:3px;" target="_blank" rel="noopener noreferrer">Explore <svg width="10" height="10" viewbox="0 0 24 24" fill="none" stroke="#0265DC" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round"><polyline points="9 18 15 12 9 6"></polyline></svg></a></div><div class="plp-related-card" style="background:#ffffff;border:1px solid #DFE0E1;border-radius:12px;padding:18px 18px 16px;box-sizing:border-box;position:relative;overflow:hidden;"><div style="position:absolute;top:0;left:0;right:0;height:3px;background:#576671;border-radius:12px 12px 0 0;"></div><div style="width:34px;height:34px;background:#EAEFF2;border-radius:8px;display:flex;align-items:center;justify-content:center;margin-bottom:11px;"><svg width="17" height="17" viewbox="0 0 24 24" fill="#576671"><path d="M11 18h2v-2h-2v2zm1-16C6.48 2 2 6.48 2 12s4.48 10 10 10 10-4.48 10-10S17.52 2 12 2zm0 18c-4.41 0-8-3.59-8-8s3.59-8 8-8 8 3.59 8 8-3.59 8-8 8zm0-14c-2.21 0-4 1.79-4 4h2c0-1.1.9-2 2-2s2 .9 2 2c0 2-3 1.75-3 5h2c0-2.25 3-2.5 3-5 0-2.21-1.79-4-4-4z"></path></svg></div><p class="plp-h" style="font-weight:800;color:#141414;font-size:13.5px;margin:0 0 5px;">Technical Support</p><p style="font-size:12.5px;color:#737475;margin:0 0 13px;line-height:1.5;">Account configuration for Touchless Integration requires working with the ServiceTitan Technical Support team.</p><a href="http://go.servicetitan.com/ask" style="color:#0265DC;font-weight:600;font-size:13px;text-decoration:none;display:inline-flex;align-items:center;gap:3px;" target="_blank" rel="noopener noreferrer">Contact support <svg width="10" height="10" viewbox="0 0 24 24" fill="none" stroke="#0265DC" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round"><polyline points="9 18 15 12 9 6"></polyline></svg></a></div></div></div><!-- ══════════════════════════════════════ FOOTER CTA — Pro product ══════════════════════════════════════════ --><div style="margin-top:56px;background:linear-gradient(135deg,#0d1e3d 0%,#0a3060 60%,#003d82 100%);border-radius:14px;padding:36px 40px;position:relative;overflow:hidden;"><div style="position:absolute;top:-40px;right:-40px;width:180px;height:180px;border-radius:50%;background:rgba(2,101,220,0.15);pointer-events:none;"></div><div style="position:absolute;bottom:-60px;right:120px;width:130px;height:130px;border-radius:50%;background:rgba(19,206,234,0.08);pointer-events:none;"></div><div style="position:relative;z-index:1;display:flex;align-items:center;justify-content:space-between;flex-wrap:wrap;gap:24px;"><div><p class="plp-h" style="font-size:22px;color:#ffffff;margin:0 0 6px;font-weight:800;">Ready to eliminate manual accounting exports?</p><p style="font-size:14px;color:rgba(255,255,255,0.65);margin:0;max-width:480px;line-height:1.6;">Reach out to your Customer Success Manager or Pro Account Manager to get started with Touchless Integration.</p></div><div style="display:flex;gap:10px;flex-wrap:wrap;"><a href="https://www.servicetitan.com/features/pro" class="plp-cta-ghost" style="display:inline-flex;align-items:center;gap:7px;background:rgba(255,255,255,0.10);color:#ffffff;padding:11px 20px;border-radius:8px;font-size:13.5px;font-weight:700;text-decoration:none;border:1.5px solid rgba(255,255,255,0.22);white-space:nowrap;font-family:'Nunito Sans',sans-serif;" target="_blank" rel="noopener noreferrer">Request a Demo</a></div></div></div></div></editor360-custom-block>
