Service Titan Knowledge Base

Export to IntacctLast updated on 09/09/2022

ServiceTitan gives you the ability to export your transactions to Intacct. By doing so, you will automatically create the transaction in your accounting software to help manage your accounting records efficiently.

Things to know

  • Keep in mind that transactions exported from the NEXT sandbox environment to Intacct will appear in your real Intacct production environment.

  • You can export bills you have in ServiceTitan to Intacct. This integration supports three options:

    • Export receipts as receipts

    • Export bills as bills

    • Exporting both receipts and bills

  • If you choose the option to export both receipts and bills, be sure to export receipts before you export any associated bills. Otherwise, receipt details will not appear on bills in Intacct.

Export to Intacct

Batch transaction types separately. The only exception is for invoices and payments, which may be batched together due to Intacct’s enhanced functionality.

To batch payments with invoices automatically:

  1. Go to the navigation bar and click the Settings icon.

  2. In the side panel, click Invoicing > Batching.

  3. Toggle Include associated payments in the same batch.

  4. Click Save.

Want to learn more?

For more on exporting, see How to batch, post, and export transactions.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.