---
title: "Understand data mapping to QuickBooks Desktop"
slug: "understand-data-mapping-to-quickbooks-desktop"
updated: 2026-03-26T22:03:48Z
published: 2026-03-26T22:03:48Z
---

> ## 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.

# 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](http://go.servicetitan.com/ask) 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](/v1/docs/quickbooks-desktop)