Service Titan Knowledge Base

Map pricebook items to Item GL GroupsLast updated on 03/22/2022

Assign an Item general ledger (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, and import GL Accounts, Item GL Groups, and Product Lines from Intacct. Item GL Groups need to also be mapped to Transaction Definitions in Intacct.

Map a pricebook item to an Item GL Group

  1. Go to the navigation bar and click Pricebook.

  2. In the side menu, select the Services, Equipment, or Material for the item you want to map. The item table opens.

  3. In the Details tab, click the Intacct Item GL Group dropdown and select an Item GL Group.

  4. Click Apply Retroactively to apply changes:

    • Click Open Invoices to map the item to the Item GL Group only for pending invoices that include this item.

    • Click All invoices to map the item to the Item GL Group for all pending, posted, and exported invoices that include this item.

  5. Click OK to confirm your selection.

  6. 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.

  1. Export your pricebook.

  2. Open the Pricebook Excel file

  3. Click the Equipment tab at the bottom.

  4. In the Account column, enter the Item GL Group exactly as it appears in Intacct.

  5. Repeat step 4 for Services and Materials.

  6. Save your changes.

  7. 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.