Service Titan Knowledge Base

ServiceTitan Web Connector Setup GuideLast updated on 02/28/2023

Things to know

  • Install the ServiceTitan Web Connector on every computer you want to run QuickBooks Desktop (QBD) on.

  • If you use a managed hosting service to run QuickBooks Desktop, such as Right Networks, contact the service to let them know that you're using ServiceTitan’s web connector. Note: These companies may charge a fee to download additional programs to your server.

  • Also, let your success manager know which hosting provider you currently use or plan to use.

  • QuickBooks Desktop 2022 requires a 64-bit Windows operating system and won’t run on 32-bit. To check if your version of Windows is 64-bit, see Verify if your Windows is 32- or 64-bit.

Install the ServiceTitan Web Connector

  1. Click 1. Download Quickbooks Connector.

  2. In ServiceTitan, go to Settings > Integration > QuickBooks Desktop. Tip: Use Search to quickly find the QuickBooks Desktop in the side panel.

  3. In the QuickBooks Company Files section, click Connect a File.

  4. In the Connect a new Quickbooks file pop-up that opens, click the here link.

  5. After the file downloads to your computer, click Proceed.

  6. Open the downloaded file (.msi).

  7. To install the ServiceTitan Web Connector, click More info.

  8. Click Run anyway.

  9. Click Next to use the Setup Wizard to finish installing the ServiceTitan Web Connector.

Create a Connection to Quickbooks with the ServiceTitan Web Connector

We recommend you:

  • keep QuickBooks open to complete the process

  • have your ServiceTitan sign-in credentials ready

  1. Click Open QBD WebConnector.

    Note: If the web connector does not open, open the program from your system tray in your taskbar. If you do not see it, search your computer for ServiceTitan QBWC.

  2. Enter your ServiceTitan credentials:

    • ServiceTitan server—If filled in, do not edit the server name. If the field is empty, enter

    • User—ServiceTitan username

    • Password—ServiceTitan password

  3. When you're finished, click the Next image9 icon.

  4. In QuickBooks, open the QuickBooks company file you want to connect to ServiceTitan.

  5. In ServiceTitan web connector for QBD, click the Next image9 icon.

    The QuickBooks - Application with No Certificate pop-up window appears.

  6. In QuickBooks, follow the steps to authorize access:

    1. Select Yes, always allow access even if QuickBooks is not running.

    2. Click Continue....

    3. Click Yes to authorize access to QuickBooks.

    4. In the confirmation pop-up, click Yes.

    5. Click Done to complete the authorization process.

  7. In ServiceTitan web connector for QBD, confirm the connection details:

    1. QuickBooks file name is the file to export transactions.

    2. Connection name needs to be unique from any other connection names currently in your ServiceTitan account.

  8. When you're done, click the Check icon.

Configure Quickbooks File With ServiceTitan

To finish configuring your Quickbooks file with ServiceTitan, every Edit button must be selected and the settings should be saved even if no changes are being made.

Want to learn more?

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