New ServiceTitan Web Connector to QuickBooks Desktop

With the Web Connector, all exported transactions are automatically validated to ensure they’re accurately reflected in QuickBooks. After you export your transactions to QBD, the Invoice section displays the status of all your exports in the batch activity feed. The batch activity feed gives you live results on whether or not your transactions successfully exported to QBD. You can also track the progress of batches that are currently being exported.

To resolve any export errors you might come across, run the Export Error Report to view a detailed list of any transactions that did not successfully export. This process eliminates your need to continuously go back and forth between ServiceTitan and QuickBooks to confirm that your transactions are accurate in both systems.

• Export directly from ServiceTitan without going back and forth with QuickBooks

• Export to QuickBooks based on specific batches rather than by business unit

• Monitor and manage batches with an export live feed

• Automatically create and update customers, vendors, and pricebook items in QuickBooks

• Ensure the accounting impact is always accurate with list validations

• Export new transactions to QuickBooks (Returns, Inventory Transfers, and Inventory Adjustments)

• Reduce the time needed to export transactions and update lists

To have a successful integration, it is essential that you complete the setup before you begin exporting. This ensures your account is ready to integrate with the web connector, enabling you to export your transactions and pull complete and accurate reporting on your financial information.

To begin setting up your account, see Set up your ServiceTitan Web Connector.