Batch, post, and export transactionsLast updated on 03/31/2022
Batch, post, and export all your transactions when using an accounting system such as QuickBooks or Intacct. This ensures your accounting system accurately processes all of your transactions.
Things to know
If you plan on tracking inventory in your accounting system, you should export your purchasing transactions, inventory transactions, and invoices frequently to update your quantity on hand in your accounting system and keep it as current as possible.
Before adding an invoice to a batch, make sure to audit the invoice. For how to audit an invoice, see Review invoices before batching.
Unapplied payments are included in the downloaded payment file when you click download to Excel on the batching screen.
Create a batch
Go to the navigation bar and click Accounting.
In the side menu, click Batch/Export Transactions.
From the Select a batch dropdown, Create a new batch.
Tip: Select View Posted Batches or View Pending Batches to review batch contents.
Enter a name for the batch and click OK.
Tip: Be consistent when naming your batches. For example, you could use date, transaction type, and business unit for easier lookup. Note: Batches can't be renamed.
Add transactions to a batch
You can add transactions to a batch from the Batch/Export Transactions screen. You can also add invoices to a batch from the invoice record.
Add transactions to a batch
To add a transaction, such as an invoice, to a batch from an unbatched list:
Go to the navigation bar and click Accounting. The Batch/Export Transactions screen opens.
Click Batch next to the transaction you want to batch.
Note: If Batch does not display next to a transaction, assign a date to the transaction.
If you want to add multiple transactions to a batch:
Click Select All.
Select multiple transactions from the list and click batch selected.
Tip: You can filter by business unit to batch transactions for a specific business unit.
Post a batch
Once you have added your transactions to the active batch, post the batch. When you post a batch, you’re letting ServiceTitan know the batch is ready to be exported to QuickBooks or Intacct.
In the Select a Batch dropdown, click Post the selected batch.
A confirmation pop-up displays. Click OK.
Export a batch
Once you have created and posted a batch, you’ll be able to export it to QuickBooks or Intacct: You can do that in a number of ways based on which accounting software you are using:
For QuickBooks, post the batch. Once the batch is posted, click the batch menu again and select Export to QuickBooks.
For Intacct, post the batch. Once the batch is posted, in the batch menu dropdown select Export to Intacct. Note: If your ServiceTitan account is set up to export both receipts and bills in Settings > Intacct (as described in Export to Intacct), be sure to export receipts before you export any associated bills. Otherwise, receipt details will not appear on bills in Intacct.
Want to learn more?
See the Accounting home page for more information on QuickBooks and Intacct.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.