Service Titan Knowledge Base

Create or edit a General Ledger Account in Quickbooks Desktop: recommended workflowLast updated on 05/12/2023

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

Things to know


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.

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.