Service Titan Knowledge Base

Saving Pricebook Item with No GL Account SettingLast updated on 05/12/2023

This article explains how to save a pricebook item for non-exporting customers who do not have the “GL Account” settings box when viewing an item in the pricebook.

Problem

Customers who do not export will not have one of the export configurations turned on which then hides the “GL Account” settings field when viewing a pricebook item in ServiceTitan. Since this GL Account field is required for a pricebook item, the customer will get an error not allowing them to save the item.

Solution

Use Pricebook Export/Import to Assign GL Account

Use the pricebook excel export to add GL Account to a pricebook item when the field is hidden in ServiceTitan due to account configuration.

  1. Go to the navigation bar and click Pricbook. In the side panel, click Import/Export 

  2. From this screen click the Export sub-tab

  3. Make sure the export type is set to “Pricebook (Settings, Materials, and Park Link)” and click the Export button

  4. Once the export is complete, click the Download button

  5. In the exported excel file, add or adjust the service, material, and/or equipment information in the corresponding tab and columns.

  6. The GL Account column WILL NOT be hidden in the excel export. Go to the items you are adding or adjusting and find the column titled Account. Manually enter the account information in that column for the items.

  7. Once all updates have been made, go back to the Import/Export screen and select the Import sub-tab.

  8. Make sure the data file type is set to “Pricebook (Settings, Materials, and Park Link)” and “Deactivate Existing Pricebook” is unchecked.

  9. Click Upload, select the saved pricebook excel file and finish the upload.

Related Content

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.