Create chargeable materials in QuickBooks

Overview

You will need to create QuickBooks items for all the chargeable materials in your Pricebook.

Things to know

• Chargeable materials will need to be added as Non-inventory parts to your QuickBooks Item List.Each time you add a new material to your Pricebook, you will need to repeat this process.

• There is a 31 character limit for chargeable material Item Names in QuickBooks. If your chargeable material name is over 31 characters, you will receive an export error.

Add chargeable materials to QuickBooks in bulk

1. In ServiceTitan, go to Pricebook > Import/Export. 

2. Click the Export tab then click the Export button.

   

3. Open the Excel spreadsheet and delete every tab except Materials.

4. In QuickBooks Online, go to Sales > Products and Services, Click the New dropdown and select Import.

   

5. In the Import products and services page that opens, find the Select a CSV or Excel file to upload section and click Browse.

6. Using the pop-up window, find and select the Pricebook Excel file you downloaded from ServiceTitan. Click Open. 

7. In the Import products and services page, click Next. 

   

8. Map the fields accordingly and click Next. For example, if you want the QuickBooks field Products/Service Name to match the Code field on your spreadsheet, select Code from the dropdown.

9. Update fields as needed. Change the Type for each item to Noninventory. Verify that the correct Income and Expense accounts are selected for each item. Click Import. 

Warning: Replacing existing items with identical names can’t be undone.

Add a single chargeable material to QuickBooks

1. In QuickBooks Online, go to Sales > Products & Services.

2. Click New and select Non-inventory for the type.

3. Enter the equipment Name and fill out any remaining fields as needed. 

4. Click Save and Close.
    

Want to learn more?

• See QuickBooks Online