Set up QuickBooks General Ledger AccountsLast updated on 08/31/2022
By creating your accounts in ServiceTitan, you will prevent export errors due to misspelled account names. You will also be able to map your accounts faster when you add new payment types or pricebook services.
Things to know
It is recommended that you set up sales tax in QuickBooks Desktop [EXTERNAL].
You will need to map items such as your pricebook services and your payment types to a QuickBooks account.
Note: This feature is now standard with all new accounts. If these features are not yet enabled in your account, contact your success or implementation manager.
Adding your General Ledger Accounts
Open QuickBooks and ServiceTitan.
In QuickBooks, open your Chart of Accounts (Lists > Chart of Accounts).
In ServiceTitan, go to Settings > Operations > General Ledger Accounts.
Click Add Account. You will be copying the information from QuickBooks into ServiceTitan.
You will now be able to add:
Name. Copy/paste the name of the account. This should not include the account number unless you have included that in the QuickBooks NAME field.
Number [Optional]. Copy/paste the account number associated with the account in QuickBooks. If you cannot see the account numbers in your Chart of Accounts, right-click the title of any column and select Customize Columns. Add the ACCNT. # column and click OK.
Select the appropriate account type.
After you select the account type, a Subtype field will appear. Select the appropriate subtype.
General Ledger Accounts - FAQ
Want to learn more?
Visit ServiceTitan Web Connector to QuickBooks Desktop for more on this topic.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.