Service Titan Knowledge Base

Refunds aren’t changing the invoice balance after exporting to QuickBooks OnlineLast updated on 05/12/2023

This article will help you manually record balance changes on invoices that have refunds on them.

LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.


Problem

You just exported a batch to QBO that includes refunds, but the invoice in ServiceTitan still has the same balance. Payments need to be applied manually to clear the balance.


Solution

You need to manually enter refunds that do not automatically apply to invoices in QuickBooks Online

  1. In ServiceTitan, apply positive or negative payments to the invoice to change the balance. Note: Negative payments can only be applied to Adjustment Invoices

  2. Bypass the payments.

  3. In QuickBooks Online, find the exported invoice.

  4. Manually record the refund and save your changes.

If you have any questions about the refund process in QuickBooks Online, refer to the QBO help article on customer refunds and credits.


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


Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.