This improvement delivers three enhancements to accounting integration workflows: service location invoice mapping for QuickBooks Online, customer reference data on vendor bills and vendor credits, and a notification to help prevent discrepancies when editing exported transactions in open accounting periods.
What's changing?
Three improvements are now available for your accounting integration:
Export invoices to QuickBooks Online sub-customers by service location. When service location mapping is configured, ServiceTitan creates a sub-customer in QuickBooks Online (QBO) for each active service location and exports invoices and credit memos directly to the matching sub-customer, matching the functionality already available in the QuickBooks Desktop (QBD) integration.
Include customer references on vendor bills and vendor credits exported via the Document - General Ledger export type. When a vendor bill or vendor credit is associated with a job in ServiceTitan, the customer reference is now included on each exported line item in QBO, enabling accurate job costing without manual data entry.
Receive a notification before saving edits to exported transactions in open accounting periods. When you attempt to edit a financial record that has already been exported to your accounting software while the accounting period is still open, ServiceTitan now displays a notification prompting you to verify the record in your accounting software before saving changes.
Resources
Who uses this feature
All business types
Accountants, Bookkeepers, Administrators
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A residential plumbing company with multiple properties under one customer account uses service location mapping. Invoices for each address export directly to the matching sub-customer in QBO, so the office can track revenue by location without manual reassignment after each export.
A bookkeeper exporting vendor bills associated with job-linked purchase orders finds the customer reference already included on each line item in QBO after export, reducing the time spent on manual job-costing entries.
An accountant editing a payment record that was already exported while the period is still open sees a notification advising them to verify the change in their accounting software before saving, helping keep records aligned.
Commercial Service and Replacement
A commercial HVAC company serving a property management client with multiple buildings maps each building as a service location. Invoices export to the corresponding QBO sub-customer for each building, making per-location financial reporting faster and more accurate.
When a vendor credit is associated with a commercial job, the customer reference appears on the exported line items in QBO, supporting accurate job cost tracking across large accounts without additional manual steps.
An accountant receives a notification when editing an exported invoice in an open period, prompting them to update the record in their accounting software to prevent discrepancies.
Residential Construction
A residential remodeling contractor uses service location mapping so that invoices for each job site export to the correct QBO sub-customer, simplifying billing reconciliation across multiple active projects.
Vendor bills tied to residential construction jobs now include the customer reference on exported QBO line items, allowing the bookkeeper to reconcile material costs to specific jobs without manually editing bill details in QBO.
When editing an exported vendor bill while the period is open, a notification reminds the accountant to verify the change in their accounting software.
Commercial Construction
A commercial general contractor exporting invoices for multiple tenant improvement projects maps each service location to a QBO sub-customer, reducing manual correction time in QBO after each batch export.
Vendor credits associated with job-linked purchase orders now carry the customer reference on exported QBO line items, improving job cost accuracy for large multi-trade projects without additional manual entry.
Accountants editing exported transactions in open accounting periods see a notification to verify their accounting software, reducing the risk of mismatched records between ServiceTitan and QBO.
How to prepare
Have an administrator reach out to Support or your CSM to have QBO service location mapping and any prerequisite configurations enabled.
Confirm whether the accounting periods configuration is already active on your account if you want to use the open-period edit notification. Contact Support or your CSM if it is not yet enabled.
Identify accounts that bill across multiple service locations and plan how those locations will map to sub-customers in QBO. Align with your accounting team on the naming convention (by location name or street address) before enabling the configuration.
Review vendor bill and vendor credit exports in QBO after the release to confirm that job-associated records now show the correct customer reference on line items.
Train your accounting team on the open-period edit notification and establish a process for verifying records in your accounting software when the notification appears.