Set up QuickBooks General Ledger AccountsLast updated on 02/28/2023

Best practices

It is recommended that you set up your General Ledger Accounts in Set up sales tax in QuickBooks Desktop.

This will allow you to select from these accounts (via a drop-down menu) when you map items to a QuickBooks account.

You will need to map items such as your Pricebook services and your payment types to a QuickBooks account.

Benefits of setting up General Ledger Accounts in ServiceTitan

By creating your accounts in ServiceTitan, you will prevent exporting errors due to misspelling account names. You will also be able to map your accounts faster when you add new payment types or Pricebook services.

Adding your General Ledger Accounts
General Ledger Accounts - FAQ

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.
Click Save.

General Ledger Accounts - FAQ

See QuickBooks Desktop Users - 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.

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.

Set up QuickBooks General Ledger AccountsLast updated on 02/28/2023

Adding your General Ledger Accounts

General Ledger Accounts - FAQ

Want to learn more?

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