Map pricebook items to Item GL GroupsLast updated on 02/28/2023
To ensure accurate accounting, you must assign an Item GL Group from Intacct to services, materials, and equipment in your pricebook. Item GL Groups are categories you can group items based on the GL Account you want transactions to impact. You can map each pricebook item to an Item GL Groups individually or you can export your pricebook and map items in bulk.
Things to know
Before you can map pricebook items to Item GL Groups, create Item GL Groups in Intacct. Then, import GL Accounts, Item GL Groups, and Product Lines from Intacct. Item GL Groups need to also be mapped to Transaction Definitions in Intacct.
Intacct Item GL groups are mapped in ServiceTitan to the Income Account field in the pricebook.
Map a pricebook item to an Item GL Group
Go to the navigation bar and click Pricebook.
In the side panel, select Services, Equipment, or Material depending on the item you want to map.
At the end of the item row you want to edit, click Actions and select View/Edit.
In the Details tab, click the Income Account dropdown and select an Item GL Group. The Ledger Impact pop-up appears.
Select All Open Transactions or As of Date from the Change To Effect dropdown. For more information, see Retroactively change items’ GL Accounts.
All Open Transactions: Updates all invoices with the Pending status
As of Date: Updates all invoices from selected date to present. Updates are made in ServiceTitan only. Transactions that have been exported to Intacct will not be updated.
When you’re done, click Save.
Map pricebook items in bulk to item GL Groups
To map pricebook items in bulk to Item GL Groups, export your pricebook, make all the necessary changes, then import it back to ServiceTitan.
Open the Pricebook Excel file
Click the Equipment tab at the bottom.
In the Account column, enter the Item GL Group exactly as it appears in Intacct.
Repeat step 4 for Services and Materials.
Save your changes.
Import your pricebook back to ServiceTitan.
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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.
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