Create equipment in QuickBooks OnlineLast updated on 08/30/2022
To use ServiceTitan’s accounting features, you will need to create QuickBooks items for all the equipment in your Pricebook.
Things to know
All products that do not exist in QuickBooks Online (QBO) will be created as Service items regardless if they are Materials or Equipment. If you want them to be Non-Inventory or Inventory parts in QBO, you must create them ahead of time.
There is a 31 character limit for equipment Item Names in QuickBooks. If your equipment name is over 31 characters, you will receive an export error.
Add equipment 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 Equipment.
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: Overwriting existing items with identical names can’t be undone.
Add a single equipment item 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.
Creating equipment in QuickBooks - FAQ
See Add product and service items to QuickBooks Online [EXTERNAL]
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.