ServiceTitan Web Connector to QuickBooks Desktop - FAQLast updated on 06/07/2022
Do exported transactions reflect only in the GL Account or on items as well?
Should I disable auto-run on the old web connector while I am upgrading to the ServiceTitan Web Connector?
Are invoices exported to customers or customer:jobs?
How can I turn on the ServiceTitan Web Connector?
If I make updates to any information after matches are made in the Reconciliation Excel file, do I need to run the reconciliation again to update my account with the new information?
Can I run and download a report that shows the batches that I exported with the ServiceTitan Web Connector?
Can I export technician timesheets to QuickBooks?
How long does it take to upgrade to the ServiceTitan Web Connector?
Where should I install the ServiceTitan Web Connector?
How can I edit an exported invoice?
Why would I need to deactivate an item in QuickBooks or ServiceTitan?
Do partial payments export to QuickBooks?
Can I edit GL Account names in ServiceTitan to match the GL Account names in QuickBooks?
Can you run the reconciliation tool multiple times?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.