Understand data mapping to QuickBooks DesktopLast updated on 09/09/2022
The tables below outline how ServiceTitan fields map to QuickBooks Desktop (QBD) for transaction types and record information. Use the data mapping to verify and review exported transactions.
Things to know
If you use QuickBooks Advanced Inventory-Multi Site Tracking, inventory location from ServiceTitan exports on the invoice and bill. If the inventory location on the bill or invoice doesn’t exist, then this new location is created in QuickBooks to ensure mapping is accurate.
Invoices
Invoices from ServiceTitan are exported to QuickBooks Desktop as the Sales Invoice or Sales Credit Memo.
Payments
Payments from ServiceTitan are exported to QuickBooks Desktop as Payments.
Journal Entry
Payment types designated as a Journal Entry in ServiceTitan export to QuickBooks Desktop as Journal Entries.
Customers
Each customer record in ServiceTitan is created as a customer in QuickBooks Desktop.
Service Location
Each Service Location is created as a Ship To contact in Quickbooks Desktop. The Ship To contact exists as a contact on the Customer record in Quickbooks Desktop, or as a Customer:Job, depending on your configuration.
Items
Each pricebook item in ServiceTitan is created as a Service, Non-Inventory Part, or Inventory Part in QuickBooks Desktop.
Services
Services in ServiceTitan is always created as Services in QuickBooks Desktop. Services can be used for expense or liability items by mapping the income account to the desired account.
Materials
Materials in ServiceTitan is created as Non-Inventory Parts or Inventory Parts in QuickBooks Desktop. This is determined by the material’s inventory status in ServiceTitan.
Equipment
Equipment in ServiceTitan is created as Non-Inventory Parts or Inventory Parts in QuickBooks Desktop. This is determined by the equipment’s inventory status in ServiceTitan.
Vendors
Each vendor record in ServiceTitan is created as a vendor in QuickBooks Desktop.
Inventory Adjustments
Inventory Adjustments in ServiceTitan are exported to QuickBooks Desktop as Inventory Adjustments.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.