Set up QuickBooks General Ledger AccountsLast updated on 08/30/2022
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
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.