Service Titan Knowledge Base

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)

Batch

Batch number of the invoice.

Export ID

Exporting errors will show in this column. If there are no exporting errors, this field will remain blank.

Invoiced On

Invoiced On date on the invoice.

ID

Invoice number.

Customer

Customer associated with the invoice

Location

Service location on the invoice.

Subtotal

Invoice subtotal.

Disc./Fees

Discount and Fees

Tax

Total sales tax.

Total

Invoice total.

All

Use this to Select All posted invoices you want to set as Exported. This is used to bypass exporting to QuickBooks or Intacct.

Users will only be able to see this option if the permission Bypass invoices is on. This permission is on by default for Accounting and Admin roles.


Explanation of Total Amounts - Invoices

(Report Totals)

Subtotal

Sum of all invoice subtotals on the Pending Export Report.

Tax

Sum of all invoice sales tax on the Pending Export Report.

Total

Sum of the subtotal and tax amounts.


Explanation of Columns - Payments

(Report columns)

Batch

Batch number of the payment.

Export ID

Exporting errors will show in this column. If there are no exporting errors, this field will remain blank.

Paid On

Paid On date on the payment.

ID

Payment number.

Customer

Customer associated with the payment.

Memo

Memo entered when the payment was applied.

Method

Payment type (credit, check, cash, etc.)

Amount

Total payment amount.

All

Use this to Select All posted payments you want to set as Exported. This is used to bypass exporting to QuickBooks or Intacct.

Users will only be able to see this option if the permission Bypass invoices is on. This permission is on by default for Accounting and Admin roles.


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.

Check

Sum of all check payment amounts on the Pending Export Report.

Credit Card

Sum of all credit card payment amounts on the Pending Export Report.

Cash

Sum of all cash payment amounts on the Pending Export Report.

Total

Sum of all payment amounts.


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.