Overview
ServiceTitan gives you the ability to export your transactions to Intacct. By doing so, you will automatically create transactions in your accounting software to help manage your accounting records efficiently.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
Keep in mind that transactions exported from the NEXT sandbox environment to Intacct will appear in your real Intacct production environment.
You can export bills you have in ServiceTitan to Intacct. This integration supports three options:
Export receipts as receipts
Export bills as bills
Exporting both receipts and bills
If you choose the option to export both receipts and bills, be sure to export receipts before you export any associated bills. Otherwise, receipt details will not appear on bills in Intacct.
When you export a refund (a negative payment) to Intacct as an AR adjustment, the adjustment is automatically applied to the original payment in Intacct.
Export to Intacct
Batch transaction types separately. The only exception is for invoices and payments, which may be batched together due to Intacct’s enhanced functionality.
To batch payments with invoices automatically:
Go to Settings
.In the side menu, go to Accounting > Journal Entries and Auto-Batching.
Click the Group transactions with the same cadence toggle.
Choose the same cadence for Invoices and Payments (Invoices) from their respective Cadence dropdowns.
Save your changes. For more information, see Guide to ServiceTitan Auto-batching.