Understand data mapping to QuickBooks Desktop

Overview

The tables below outline how ServiceTitan fields map to QuickBooks Desktop (QBD) for transaction types and record information. Use the data mapping to verify and review exported transactions.

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 for details.

Things to know

If you use QuickBooks Advanced Inventory-Multi Site Tracking, inventory location from ServiceTitan exports on the invoice and bill. If the inventory location on the bill or invoice doesn’t exist, then this new location is created in QuickBooks to ensure mapping is accurate.
When exporting to QuickBooks, ServiceTitan does not export job details but instead pushes invoice details. Therefore, the invoice date is the date the system considers.

Invoices

Invoices from ServiceTitan are exported to QuickBooks Desktop as the Sales Invoice or Sales Credit Memo.

ServiceTitan	QuickBooks Desktop	Additional information (where applicable)
Invoice Number	Invoice #
Business Unit	Class	Class must be set up in ServiceTitan, Business Unit settings.
Invoice Date	Date
Bill To	Customer:Job	Customer:Job is the internal reference field on QuickBooks (Not visible on printed invoices)
Bill To	Bill To	Bill To is the external name on QuickBooks (Visible on printed invoices)
Ship To	Ship To
Invoice Summary	Memo
Item Code	Item Name
Item Description	Description
Item Inventory Location (truck or warehouse)	Inventory Site
Item Quantity	Quantity
Item Unit Price	Price Each
Serial Number	Serial Number	Serialized equipment will populate in QBD if inputted in ServiceTitan.
Tax	Line Item Type: Service	Line Item Type: Service Taxes are added as a Line Item - this mapping is done on ServiceTitan Tax Zone settings.
Total	Total
Payment term	Terms
Payment Due Date	Ship
Memo	Memo	The memo contains the batch name and number and summary. If this is an adjustment invoice, the applied to transaction is also displayed.

Payments

Payments from ServiceTitan are exported to QuickBooks Desktop as Payments.

ServiceTitan	QuickBooks Desktop	Additional information (where applicable)
Customer	Received From
Type	Payment Type
Paid on	Date
Payment ID	Reference	If payment type is check, Check No. will be sent. If payment type is Credit Card, Auth Code will be sent. If neither, internal Payment ID will be sent.
Check No.	Reference	If payment type is check, Check No. will be sent. If payment type is Credit Card, Auth Code will be sent. If neither, internal Payment ID will be sent.
Auth Code	Reference	If payment type is check, Check No. will be sent. If payment type is Credit Card, Auth Code will be sent. If neither, internal Payment ID will be sent.
Amount	Payment Amount
Memo	Memo	The memo contains the batch name and number. If this is an adjustment invoice, the applied to transaction is also displayed.

Journal Entry

Payment types designated as a Journal Entry in ServiceTitan export to QuickBooks Desktop as Journal Entries.

ServiceTitan	QuickBooks Desktop	Additional information (where applicable)
Date	Date
Payment ID	Entry No.
GL Account	Account	The account set on the payment type will export to the Account field on the Credit Line in QuickBooks Desktop. The debit line will be Accounts Receivable.
Amount	Credit Amount
Invoice Number	Memo	The Credit Line memo field shows Memo, Invoice #.
Memo	Memo	The Credit Line memo field shows Memo, Invoice #.
Customer	Customer Name
Business Unit	Class	Class must be set up in ServiceTitan, Business Unit settings.
Memo	Memo	The memo contains the batch name and number. If this is an adjustment invoice, the applied to transaction is also displayed.

Customers

Each customer record in ServiceTitan is created as a customer in QuickBooks Desktop.

ServiceTitan	QuickBooks Desktop	Additional information (where applicable)
ID	Customer Name	ServiceTitan ID appends to the end of the customer name. Customer Name ID on Quickbooks Desktop does not appear on printed invoices.
Name	Customer Name	ServiceTitan ID appends to the end of the customer name. Customer Name ID on Quickbooks Desktop does not appear on printed invoices.
Name	Address Line 1	Name will appear on printed invoices in Quickbooks Desktop.
Billing Address	Address Line 2
Unit	Address Line 3
City	City
State	State/Province
Zip	Zip Zip/Postal Code
Country	Country/Region
Phone 1	Main Phone
Phone 2	Alt. Phone
Email 1	Main Email
Email 2	CC Email
Fax	Fax

Service Location

Each Service Location is created as a Ship To contact in Quickbooks Desktop. The Ship To contact exists as a contact on the Customer record in Quickbooks Desktop, or as a Customer:Job, depending on your configuration.

ServiceTitan	QuickBooks Desktop	Additional information (where applicable)
ID	Ship To Name	ServiceTitan ID appends to the end of the Ship To name. Location Name ID on Quickbooks Desktop does not appear on printed invoices.
Location Name	Ship To Name	ServiceTitan ID appends to the end of the Ship To name. Location Name ID on Quickbooks Desktop does not appear on printed invoices.
Location Name	Ship To Address Line 1
Street	Ship To Address Line 2
Unit	Ship To Address Line 3
City	Ship To City
State	Ship To State/Province
Zip	Ship To Zip/Postal Code
Country	Ship To Country

Items

Each pricebook item in ServiceTitan is created as a Service, Non-Inventory Part, or Inventory Part in QuickBooks Desktop.

Services

Services in ServiceTitan is always created as Services in QuickBooks Desktop. Services can be used for expense or liability items by mapping the income account to the desired account.

ServiceTitan	QuickBooks Desktop	Additional information (where applicable)
Code	Item Name/Number
Item Description	Description
Income Account	Account
Price	Rate

Materials

Materials in ServiceTitan is created as Non-Inventory Parts or Inventory Parts in QuickBooks Desktop. This is determined by the material’s inventory status in ServiceTitan.

ServiceTitan	QuickBooks Desktop	Additional information (where applicable)
Code	Item Name/Number
Item Description	Description on Sales Transactions
COGS Account	COGS Account
Income Account	Income Account
Asset Account	Asset Account	Inventory Items only
Price	Sales Price
Primary Vendor	Preferred Vendor	Inventory Items only

Equipment

Equipment in ServiceTitan is created as Non-Inventory Parts or Inventory Parts in QuickBooks Desktop. This is determined by the equipment’s inventory status in ServiceTitan.

ServiceTitan	QuickBooks Desktop	Additional information (where applicable)
Code	Item Name/Number
Model	Manufacturer’s Part Number
Item Description	Description on Sales Transactions
COGS Account	COGS Account
Income Account	Income Account
Asset Account	Asset Account	Inventory Items only
Price	Sales Price
Primary Vendor	Preferred Vendor	Inventory Items only

Vendors

Each vendor record in ServiceTitan is created as a vendor in QuickBooks Desktop.

ServiceTitan	QuickBooks Desktop	Additional information (where applicable)
ID	Vendor Name	ServiceTitan ID appends to the end of the vendor name. Vendor Name ID in Quickbooks Desktop does not appear on printed invoices.
Name	Vendor Name	ServiceTitan ID appends to the end of the customer name. Customer Name ID in Quickbooks Desktop does not appear on printed invoices.
Name	Print Name on Check As	When you create a bill payment in QuickBooks, the vendor name appears as Payee on the check.
First Name	First Name
Last Name	Last Name
Street	Address Line 1
Unit	Address Line 2
City	City
State	State/Province
Zip	Zip/Postal Code
Country	Country/Region
Phone	Main Phone
Email	Main Email
Fax	Fax

Inventory Adjustments

Inventory Adjustments in ServiceTitan are exported to QuickBooks Desktop as Inventory Adjustments.

ServiceTitan	QuickBooks Desktop	Additional information (where applicable)
Adjustment Date	Adjustment Date
Adjustment Number	Reference Number
Adjustment Account	Adjustment Account	The Adjustment Account in ServiceTitan is set in Settings > Inventory > Configuration.
Reference Number	Memo	The memo field shows Reference Number - Memo.
Memo	Memo	The memo field shows Reference Number - Memo.
Inventory Location	Inventory Site
ST Part #	Item	Each item is a line item entry in the Item section on the QuickBooks Desktop Inventory Adjustment.
Description	Description
Change in Quantity	Qty Difference
Memo	Memo	The memo contains the batch name and number and transaction type.
Business unit	Class

Want to learn more?

See QuickBooks Desktop