ServiceTitan Web Connector to QuickBooks Desktop - FAQLast updated on 06/07/2022

Map Chart of Accounts during setup to define the GL Account relationships between ServiceTitan and QuickBooks. All pricebook items you plan to use on transactions must have the appropriate GL Accounts assigned to them when you export.

Yes, turn off auto-run with the old web connector, so it doesn’t prevent ServiceTitan Web Connector from connecting to QuickBooks during the setup process. When you complete the setup for the ServiceTitan Web Connector and begin exporting to QuickBooks, the old connector will no longer work.

During setup, you can choose to send transactions to customers or customer:jobs. It’s important that you don’t toggle this option after you begin exporting or if you have exported differently in the past. Run the customer reconciliation once you make a selection since customer:jobs will be included if you choose to export this way.

Contact your customer success manager to learn more about enabling the ServiceTitan Web Connector.

No. Any ServiceTitan edits made to previously matched customers, items, or vendors are automatically updated when exported to QuickBooks. Additionally, these changes will be reflected in the Synced Pairs Excel sheet of the reconciliation files.

Yes. In custom reports, you can run the Sync Session Report, which shows you all transactions that were exported to QuickBooks. In the report, you can filter the Memo column by the batch number to see one batch at a time. If you decide to schedule and email the report, filter by the batch number in Excel.

Currently, the web connector does not export technician timesheets. We are exploring the possibility of exporting technician timesheet information from ServiceTitan to QuickBooks.

We expect the installation and configuration to be about 30 minutes. Reviewing the reconciliation Excel files can take more time depending on the size of your customer, pricebook, and vendor lists and how many are easily matched. Therefore, it could take up to an hour to complete the review process. We encourage you to find the appropriate time for this review, so mapping between ServiceTitan and QuickBooks covers the majority of your active lists.

Install the web connector on the same computer used to access QuickBooks today. If your QuickBooks data is stored on a server and you run QuickBooks from your own workstation, install the web connector on your specific workstation. If you use software that allows you to remotely access another computer to run QuickBooks, install the web connector on the computer that you’re remotely accessing.

As part of the batch, post, and export process, we suggest you review all transactions before you export to QuickBooks. If edits are required after the export, you can create an adjustment invoice in ServiceTitan, which can be exported and automatically applied to the original transaction in QuickBooks. Any changes beyond this require edits in QuickBooks as we continue to explore new ways to automate this.

In certain circumstances, QuickBooks limits the ability to change the item type. Therefore, you need to deactivate an item in QuickBooks so that the accounting activity is accurately reflected. Some common examples include

• A service item in ServiceTitan has the same name as an inventory or non-inventory part in QuickBooks

• A material or equipment item that is flagged as inventory in ServiceTitan and has the same name as a service item or non-inventory part in QuickBooks

Yes.

Yes. If you already have GL Accounts in ServiceTitan, go to General Ledger Accounts in Settings to edit the names. If you don't see this option in Settings, import your QuickBooks Chart of Accounts during the ServiceTitan Web Connector setup.

Yes, and any changes made in ServiceTitan and QuickBooks to customers, pricebook items, and vendors will be used the next time you run one of the reconciliation tools. Any previously matched records appear in the Synced Pairs tab of the Reconciliation Excel file.