Pending Export Report GuideLast updated on 08/30/2022
Purpose of the Pending Export Report:
This report lists transactions that have been posted but not yet exported. Once the transaction has been successfully exported, it will no longer appear on this report. In addition, this report will show any exporting errors for transactions.
Common uses for this report:
Use this report to view transactions that are ready to be exported
Use this report to view exporting errors for transactions
Use this report to bypass exporting transactions to QuickBooks or Intacct
How to find this report:
Click Reports > Search Pending Export > Click the report name. Then you will be able to set filters and run the report.
Report filters
Business Unit
Filter by business unit. This report can be run by a single business unit or all business units.
Show Only Errors
Filter by show only errors. This report can be run to show only transactions that were exported with errors.
View or download the report
Click Search to view the report.
The report can be downloaded in three different formats:
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of Columns - Invoices
The report includes the following columns:
(Report columns)
Explanation of Total Amounts - Invoices
(Report Totals)
Explanation of Columns - Payments
(Report columns)
Explanation of Total Amounts - Payments
(Report Totals)
You can view Total Amounts by scrolling to the bottom of the Payment section of the report. The payments types shown in this section will vary depending on the payments types you have set up in ServiceTitan.
Explanation of Exporting Errors
You will receive the above error at the beginning of the Pending Export Report, if you have not mapped an item to a general ledger account. In this example, the HVAC main and HVAC membership Pricebook services do not have an account assigned. Click here to learn how to Map a Pricebook Item to a QuickBooks Account.
Exporting errors will show in the Export ID column of this report. If you’re using QuickBooks and receive an exporting error, refer to this comprehensive guide: Fix Common QuickBooks Exporting Errors.
Set as Exported / Bypass QuickBooks
You can click Set as Exported / Bypass QuickBooks to bypass exporting selected invoices and payments.
FAQ
Why would I want to bypass exporting an invoice or payment?
You may want to bypass exporting an invoice/payment:
The invoice is already in QuickBooks
The invoice will be manually entered in QuickBooks
The invoice does not need to be in QuickBooks (for example, a $0 invoice)
How do I bypass exporting an invoice or payment?
Select the invoices and payments you would like to set as Exported. Scroll down to the bottom of the Pending Export Report. Select Set as Exported / Bypass QuickBooks.
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.