Service Titan Knowledge Base

Create or edit a General Ledger Account in Quickbooks Desktop: recommended workflowLast updated on 12/23/2021

This article explains how to create a General Ledger (GL) Account in Quickbooks Desktop.


Things to know

  • General Ledger Accounts in ServiceTitan must match GL Accounts in QBD, or the user will experience export errors


Workflows

Create a General Ledger (GL) Account in Quickbooks Desktop

  1. Click on Company > Chart of Accounts > New.

  2. Choose the type of General Ledger Account you would like to create then click Continue.

  3. Name the account

      1. Note: Make sure it matches the name of the General Ledger Account you made in ST.

  4. Save & Close.


Sync the General Ledger Account in ServiceTitan

After you create the GL Account in QuickBooks, sync the GL Account in ServiceTitan.

  1. In ServiceTitan navigate to Settings > QuickBooks Desktop > Company file > Chart of Accounts > Edit 

  2. Match the GL Account > click Save.


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.