How ServiceTitan syncs with customer records in QuickBooks DesktopLast updated on 08/30/2022
ServiceTitan ID syncing
ServiceTitan will assign a unique ID to the QuickBooks and ServiceTitan customer record. This ID will permanently link the two records. When an invoice is exported with that customer, any updates made to the customer will be updated in the QuickBooks customer record.
Where to find the ServiceTitan ID
The ServiceTitan ID will be amended to the end of the customer name in QuickBooks. For example, if the ServiceTitan ID for customer John Doe is 1234, the Customer Name field in QuickBooks will update to “John Doe 1234”.
The ServiceTitan ID is viewable in the customer record URL. When you view a customer record in ServiceTitan, you will notice that the URL will show something like this: https://go.servicetitan.com/#/Customer/1293965 (Note: This is just an example). The ServiceTitan ID is the number sequence after the last "/" in the URL. In this example, the Customer ID would be 1293965.
In QuickBooks, the customer's Service Titan ID will appear immediately after the customer's name. The Service Titan ID is viewable in the customer record, but it will not appear on customer invoices.
Exporting invoices to QuickBooks
When you export an invoice for a new customer (the customer does not yet exist in QuickBooks):
A new customer record will be created in QuickBooks.
The customer's unique ServiceTitan ID will be added to the customer record and amended to the end of the customer name in QuickBooks.
When you export an invoice for an existing customer (the customer already exists in QuickBooks):
The unique ServiceTitan ID on the customer record will be matched to the customer record in QuickBooks.
Any updates made to the customer name in ServiceTitan will be made to the matching customer record in QuickBooks.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.