Create chargeable materials in QuickBooksLast updated on 02/28/2023
You will need to create QuickBooks items for all the chargeable materials in your Pricebook.
Things to know
Chargeable materials will need to be added as Non-inventory parts to your QuickBooks Item List.Each time you add a new material to your Pricebook, you will need to repeat this process.
There is a 31 character limit for chargeable material Item Names in QuickBooks. If your chargeable material name is over 31 characters, you will receive an export error.
Add chargeable materials to QuickBooks in bulk
In ServiceTitan, go to Pricebook > Import/Export.
Click the Export tab then click the Export button.
Open the Excel spreadsheet and delete every tab except Materials.
In QuickBooks Online, go to Sales > Products and Services, Click the New dropdown and select Import.
In the Import products and services page that opens, find the Select a CSV or Excel file to upload section and click Browse.
Using the pop-up window, find and select the Pricebook Excel file you downloaded from ServiceTitan. Click Open.
In the Import products and services page, click Next.
Map the fields accordingly and click Next. For example, if you want the QuickBooks field Products/Service Name to match the Code field on your spreadsheet, select Code from the dropdown.
Update fields as needed. Change the Type for each item to Noninventory. Verify that the correct Income and Expense accounts are selected for each item. Click Import.
WARNING: Replacing existing items with identical names can’t be undone.
Add a single chargeable material to QuickBooks
In QuickBooks Online, Go to Sales > Products & Services.
Click New and select Non-inventory for the type.
Enter the equipment Name and fill out any remaining fields as needed.
Click Save and Close.
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.