Service Titan Knowledge Base

Set up QuickBooks Online integrationLast updated on 09/12/2022

Learn how to set up the QuickBooks Online (QBO) integration.


Things to know

  • Please let us know at this time if you are operating outside of the US. This will require additional configuration.


Setup

You can be up and running with QuickBooks Online in just a few simple steps.

  1. Reach out to your Success Manager and let them know you'd like to use QBO. We can configure your account and have you set up within minutes

  2. Once your first batch is posted, use the batch drop-down menu (on the Invoice screen) and select Export to Quickbooks Online.

The first time you export you will be asked to log into your Quickbooks Online account. This process will sync each of your Business Units to your Quickbooks Account.

Following this initial transfer, you only need to select the Export to Quickbooks Online option and transfer your invoices without logging back into Quickbooks Online.

Note: If your invoices or payments are not exporting to QuickBooks, check the Pending Export Report in ServiceTitan (Reports > Legacy Reports > Pending Export Report). This report will show you any exporting errors that occur. If you receive an exporting error, refer to Fix common QuickBooks errors.




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