Service Titan Knowledge Base

Map pricebook items to a QuickBooks general ledger accountLast updated on 02/28/2023

Map pricebook items to a QuickBooks general ledger account

  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 General Ledger Account field, add the income account associated with the item. You should enter only the name of the QuickBooks income account. You do not need to include the account number.

  4. When you're done, click Save.

Map multiple Pricebook items using the Pricebook Excel Template

  1. Export your pricebook (Settings > Import / Export Data).

  2. Open the exported file in a spreadsheet application.

  3. Enter the sub-account name in the Account column. Enter the name in this format: Parent Account Name:Sub-account Name. For example, if map a service item to a Sales sub-account called HVAC, enter Sales:HVAC in the account field.

  4. When you’re done, save the spreadsheet file and import it back into (Settings > Import / Export Data).

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.