Service Titan Knowledge Base

How to navigate IntacctLast updated on 09/09/2022


Dimensions

You can use dimensions to tag transactions in Intacct. ServiceTitan will tag transactions for you upon export to Intacct. Intacct uses these tags to provide enriched reporting features, based on what information you need to see.

The following are the dimensions that ServiceTitan interacts with:

ServiceTitan
Intacct
Where to find it in Intacct

Customers

Customers

Accounts Receivable > Lists > Customers

Vendors

Vendors

Accounts Payable > Lists > Vendors

Items

Items

Order Entry > Lists > Items

or

Purchasing > Lists > Items

or

Inventory Control > Lists > Items

Business Unit

Departments

Company > Dimensions > Departments

Intacct Location

Locations

Company > Dimensions > Locations

Jobs

Jobs

Company > Dimensions > Jobs

or

Jobs > Lists > Jobs

Trucks

Warehouses

Company > Dimensions > Warehouses

or

Inventory > Setup Lists > Warehouses

Warehouses

Warehouses

Company > Dimensions > Warehouses

or

Inventory > Setup Lists > Warehouses


Transactions

This is a comprehensive list of all the transactions ServiceTitan exports to Intacct. The table below specifies the ServiceTitan transaction name, the Intacct transaction name, and where to find it in Intacct. You can find some of the same transactions in multiple sections of Intacct, which are listed here:

ServiceTitan
Intacct
Where to find it in Intacct

Beginning Balances

Beginning Balances

Inventory Control > Transactions > Beginning Balances

Inventory Adjustments

Adjustment Decrease / Adjustment Increase

Inventory Control > Transactions > Adjustment Decrease / Adjustment Increase

Inventory Returns

Purchasing Debit Memo

Purchasing > Transactions > Purchasing Debit Memo

Inventory Transfers

Warehouse Transfers

or

SYS Warehouse Transfer In / SYS Warehouse Transfer Out

Inventory Control > Activities > Warehouse Transfers

or

For the Transaction Definition:

Inventory Control > Transactions > SYS Warehouse Transfer In / SYS Warehouse Transfer Out

Invoices

Sales Invoice

or

Invoices

For the Transaction Definition:

Order Entry > Transactions > Sales Invoice

or

For the AR Invoice:

Accounts Receivable > Transactions > Invoices

Jobs

Jobs

Jobs > Lists > Jobs

Payment

Account Adjustments

Accounts Receivable > Lists > Account Adjustments

Note: Payments export from ServiceTitan to Intacct as Account Adjustments when the amount is negative.

Payment

Advances

Accounts Receivable > Lists > Advances

Note: Payments export from ServiceTitan to Intacct as Advances when the payment is exported before the invoice.

Payment

Posted Payments

Accounts Receivable > Lists > Posted Payments

Note: Payments export from ServiceTitan to Intacct as Posted Payments when the payment is exported after the invoice.

Receipt

PO Receiver or Vendor Invoice

Purchasing > Transactions > PO Receiver

or

Purchasing > Transactions > Vendor Invoice

Note: In ServiceTitan you can specify which transaction definition you want to export Inventory Receipts to in Intacct.



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