Service Titan Knowledge Base

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.

ServiceTitan
QuickBooks Desktop
Additional information (where applicable)

Invoice Number

Invoice #

Business Unit

Class

Class must be set up in ServiceTitan, Business Unit settings.

Invoice Date

Date

Bill To

Customer:Job

Customer:Job is the internal reference field on QuickBooks (Not visible on printed invoices)

Bill To

Bill To

Bill To is the external name on QuickBooks (Visible on printed invoices)

Ship To

Ship To

Invoice Summary

Memo

Item Code

Item Name

Item Description

Description

Item Inventory Location (truck or warehouse)

Inventory Site

Item Quantity

Quantity

Item Unit Price

Price Each

Serial Number

Serial Number

Serialized equipment will populate in QBD if inputted in ServiceTitan.

Tax

Line Item Type: Service

Line Item Type: Service Taxes are added as a Line Item - this mapping is done on ServiceTitan Tax Zone settings.

Total

Total

Payment term

Terms

Payment Due Date

Ship

Memo

Memo

The memo contains the batch name and number and summary. If this is an adjustment invoice, the applied to transaction is also displayed.


Payments

Payments from ServiceTitan are exported to QuickBooks Desktop as Payments.

ServiceTitan
QuickBooks Desktop
Additional information (where applicable)

Customer

Received From

Type

Payment Type

Paid on

Date

Payment ID

Reference

If payment type is check, Check No. will be sent. If payment type is Credit Card, Auth Code will be sent. If neither, internal Payment ID will be sent.

Check No.

Reference

If payment type is check, Check No. will be sent. If payment type is Credit Card, Auth Code will be sent. If neither, internal Payment ID will be sent.

Auth Code

Reference

If payment type is check, Check No. will be sent. If payment type is Credit Card, Auth Code will be sent. If neither, internal Payment ID will be sent.

Amount

Payment Amount

Memo

Memo

The memo contains the batch name and number. If this is an adjustment invoice, the applied to transaction is also displayed.


Journal Entry

Payment types designated as a Journal Entry in ServiceTitan export to QuickBooks Desktop as Journal Entries.

ServiceTitan
QuickBooks Desktop
Additional information (where applicable)

Date

Date

Payment ID

Entry No.

GL Account

Account

The account set on the payment type will export to the Account field on the Credit Line in QuickBooks Desktop. The debit line will be Accounts Receivable.

Amount

Credit Amount

Invoice Number

Memo

The Credit Line memo field shows Memo, Invoice #.

Memo

Memo

The Credit Line memo field shows Memo, Invoice #.

Customer

Customer Name

Business Unit

Class

Class must be set up in ServiceTitan, Business Unit settings.

Memo

Memo

The memo contains the batch name and number. If this is an adjustment invoice, the applied to transaction is also displayed.


Customers

Each customer record in ServiceTitan is created as a customer in QuickBooks Desktop.

ServiceTitan
QuickBooks Desktop
Additional information (where applicable)

ID

Customer Name

ServiceTitan ID appends to the end of the customer name. Customer Name ID on Quickbooks Desktop does not appear on printed invoices.

Name

Customer Name

ServiceTitan ID appends to the end of the customer name. Customer Name ID on Quickbooks Desktop does not appear on printed invoices.

Name

Address Line 1

Name will appear on printed invoices in Quickbooks Desktop.

Billing Address

Address Line 2

Unit

Address Line 3

City

City

State

State/Province

Zip

Zip Zip/Postal Code

Country

Country/Region

Phone 1

Main Phone

Phone 2

Alt. Phone

Email 1

Main Email

Email 2

CC Email

Fax

Fax


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.

ServiceTitan

QuickBooks Desktop
Additional information (where applicable)

ID

Ship To Name

ServiceTitan ID appends to the end of the Ship To name. Location Name ID on Quickbooks Desktop does not appear on printed invoices.

Location Name

Ship To Name

ServiceTitan ID appends to the end of the Ship To name. Location Name ID on Quickbooks Desktop does not appear on printed invoices.

Location Name

Ship To Address Line 1

Street

Ship To Address Line 2

Unit

Ship To Address Line 3

City

Ship To City

State

Ship To State/Province

Zip

Ship To Zip/Postal Code

Country

Ship To Country


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.

ServiceTitan
QuickBooks Desktop
Additional information (where applicable)

Code

Item Name/Number

Item Description

Description

Income Account

Account

Price

Rate

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.

ServiceTitan
QuickBooks Desktop
Additional information (where applicable)

Code

Item Name/Number

Item Description

Description on Sales Transactions

COGS Account

COGS Account

Income Account

Income Account

Asset Account

Asset Account

Inventory Items only

Price

Sales Price

Primary Vendor

Preferred Vendor

Inventory Items only

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.

ServiceTitan
QuickBooks Desktop
Additional information (where applicable)

Code

Item Name/Number

Model

Manufacturer’s Part Number

Item Description

Description on Sales Transactions

COGS Account

COGS Account

Income Account

Income Account

Asset Account

Asset Account

Inventory Items only

Price

Sales Price

Primary Vendor

Preferred Vendor

Inventory Items only


Vendors

Each vendor record in ServiceTitan is created as a vendor in QuickBooks Desktop.

ServiceTitan
QuickBooks Desktop
Additional information (where applicable)

ID

Vendor Name

ServiceTitan ID appends to the end of the vendor name. Vendor Name ID in Quickbooks Desktop does not appear on printed invoices.

Name

Vendor Name

ServiceTitan ID appends to the end of the customer name. Customer Name ID in Quickbooks Desktop does not appear on printed invoices.

Name

Print Name on Check As

When you create a bill payment in QuickBooks, the vendor name appears as Payee on the check.

First Name

First Name

Last Name

Last Name

Street

Address Line 1

Unit

Address Line 2

City

City

State

State/Province

Zip

Zip/Postal Code

Country

Country/Region

Phone

Main Phone

Email

Main Email

Fax

Fax


Inventory Adjustments

Inventory Adjustments in ServiceTitan are exported to QuickBooks Desktop as Inventory Adjustments.

ServiceTitan
QuickBooks Desktop
Additional information (where applicable)

Adjustment Date

Adjustment Date

Adjustment Number

Reference Number

Adjustment Account

Adjustment Account

The Adjustment Account in ServiceTitan is set in Settings > Inventory > Configuration.

Reference Number

Memo

The memo field shows Reference Number - Memo.

Memo

Memo

The memo field shows Reference Number - Memo.

Inventory Location

Inventory Site

ST Part #

Item

Each item is a line item entry in the Item section on the QuickBooks Desktop Inventory Adjustment.

Description

Description

Change in Quantity

Qty Difference

Memo

Memo

The memo contains the batch name and number and transaction type.

Business unit

Class


Want to learn more?

Visit ServiceTitan Web Connector to QuickBooks Desktop for more on this topic.



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