Service Titan Knowledge Base

Export to IntacctLast updated on 04/17/2023

ServiceTitan gives you the ability to export your transactions to Intacct. By doing so, you will automatically create transactions 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.

  • When you export a refund (a negative payment) to Intacct as an AR adjustment, the adjustment is automatically applied to the original payment 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 Settings settings.png.

  2. In the side menu, go to Accounting > Auto-Batching.

  3. Click the Group transactions with the same cadence toggle.

  4. Choose the same cadence for Invoices and Payments (Invoices) from their respective Cadence dropdowns. 

  5. Save your changes. For more information, see Guide to ServiceTitan Auto-batching.

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.

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.