Web Connector Setup Step 1: Download and install ServiceTitan Web Connector

  • Updated on Mar 27, 2026
  • Published on Feb 26, 2026
  • 2 minute(s) read
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Overview

After completing the onboarding steps outlined for QuickBooks Desktop integration, the next step is to download and install the ServiceTitan Web Connector.

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

  • You only need to install the ServiceTitan Web Connector on the same computer or server where your QuickBooks file is stored.

  • If you use a managed hosting service to run QuickBooks Desktop, such as Right Networks, contact the service to let them know that you're using ServiceTitan’s web connector.

    Note: These companies may charge a fee to download additional programs to your server.

  • Also, let your success manager know which hosting provider you currently use or plan to use.

  • QuickBooks Desktop 2022 requires a 64-bit Windows operating system and won’t run on 32-bit. To check if your version of Windows is 64-bit, see Verify if your Windows is 32- or 64-bit.

Download and Install the ServiceTitan Web Connector

  1. Go to the navigation bar and click Settings .

  2. In the side panel, go to Integration > QuickBooks Desktop.

    Note: Use Search to quickly find QuickBooks Desktop in the side panel.

  3. In the QuickBooks Company Files section, click Connect a File.
     User interface showing QuickBooks company files with an option to connect a file.

  4. On the Connect a new Quickbooks file popup that opens, click here to download the installer file.
     Instructions for connecting a new QuickBooks file using ServiceTitan Web Connector.

  5. After the file downloads to your computer, open the downloaded file (.msi).

  6. On the Windows protected your PC pop-up that opens,  click More info to continue the installation.

    Note: Depending on your computer settings, you may see this popup. If you don’t see this popup, skip to step 8.


    Windows Defender SmartScreen alerts about an unrecognized app potentially risking your PC.

  7. Click Run anyway.
     Windows Defender warns about unrecognized app, offering options to run or cancel.

  8. Follow the prompts in the ServiceTitan QBWC Setup wizard to complete the installation.
     ServiceTitan QBWC Setup Wizard interface with options to continue or cancel installation.

Create a Connection to Quickbooks with the ServiceTitan Web Connector

Note: We recommend you keep QuickBooks open to complete the process.

  1. In the QuickBooks Company Files section, click Connect a File.
     User interface showing QuickBooks company files with an option to connect a file.

  2. On the popup that opens, click Proceed.
     Instructions for connecting a new QuickBooks file with ServiceTitan Web Connector.

  3. On the next popup that opens, click Open QBD WebConnector.

    Prompt to open QBD WebConnector application from ServiceTitan website.

    Note: If the web connector does not open, open the program from your system tray in your taskbar. If you do not see it, search your computer for ServiceTitan QBWC.


    System tray displaying various application icons and the current date and time.

  4. If prompted, enter the following ServiceTitan information:

    1. ServiceTitan server: If filled in, do not edit the server name. If the field is empty, enter https://go.servicetitan.com

    2. Tenant: The name of the tenant you are working with.

    3. Token: The value that appears in the Connect a new QuickBooks file popup when adding a new connection. Click Copy   to copy the value to your clipboard and paste it into this field.
       Instructions for connecting a new QuickBooks file using ServiceTitan Web Connector.

      Note: You will most likely not be prompted for this information. If you are having issues in this step, contact ServiceTitan Technical Support.

  5. When you're finished, click the Next icon.

  6. Go to QuickBooks and open the QuickBooks company file you want to connect to ServiceTitan.

  7. In the ServiceTitan web connector for QBD popup, click the Next icon.
     Instructions to connect ServiceTitan with QuickBooks, including steps and navigation buttons.

  8. In the next ServiceTitan web connector for QBD screen, confirm the connection details:

    1. QuickBooks file name is the file to export transactions.

    2. Connection name needs to be unique from any other connection names currently in your ServiceTitan account.

  9. When finished, click Confirm.
     Interface for adding a connection in ServiceTitan with QuickBooks integration details.

Configure Quickbooks File With ServiceTitan

To finish configuring your Quickbooks file with ServiceTitan, every Edit button must be selected and the settings should be saved even if no changes are being made.

QuickBooks settings overview with editable options for various account configurations.

Next step: Update the ServiceTitan Web Connector

After downloading and installing the ServiceTitan Web Connector, you can update the Web Connector to make sure you have the latest version. For more, see Web Connector Setup Step 2: Update the ServiceTitan Web Connector.

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