---
title: "How can we ensure that payroll data in the MasterPay report is aligned with job locations rather than customer records for accurate P&L reporting?"
slug: "how-can-we-ensure-payroll-data-masterpay-report-aligned-job-locations"
updated: 2026-10-16T03:07:39Z
published: 2026-10-16T03:07:39Z
canonical: "help.servicetitan.com/how-can-we-ensure-payroll-data-masterpay-report-aligned-job-locations"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How can we ensure that payroll data in the MasterPay report is aligned with job locations rather than customer records for accurate P&L reporting?

## Introduction

This guide covers how to align payroll data with job locations instead of Customer Records. This helps create accurate Profit & Loss (P&L) reports when using ServiceTitan with QuickBooks.

## Problem

Payroll data exports to customer records instead of job locations. This creates separate customer entries in QuickBooks. P&L reports require manual combining of both entries for accurate totals. You want to instead have payroll information tied to Location Records to eliminate the manual steps.

## Solution

### Workflow Summary

Adjust payroll alignment by modifying the MasterPay Excel file before importing to QuickBooks. Use the Location Name column to match payroll with job locations.

### Manually import MasterPay file to QuickBooks

1. Go to **Reports** in the main navigation menu.
2. Open the **Master Pay File** report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-we-ensure-that-payroll-data-in-the-masterpay-report-is-aligned-with-job-locations-rather-than-customer-records-for-accurate-pl-reporting-image-c0fjmtpy.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A46Z&se=2026-11-01T19%3A47%3A46Z&sr=c&sp=r&sig=FpDAYd9dB2IhA1Z3mKJ8tKuxXV0UKB3CnoVoDPXgWjg%3D)
3. Verify that the **Location Name** column appears in the report. If it’s not in the report:
  1. Click **Edit Report**.
  2. On the *Edit Report* screen that opens, select **Location Name**.
  3. You can select or deselect columns you want to appear on the report here as well.
  4. When you’re finished, click **Apply**.
  5. If you added or removed columns, click **Run Report** to run the report again with the new columns included.
4. When the report has the *Location Name* column included, click **Export** to export the report as an *MS Excel (XLSX)* file.
5. Open the Excel version of the report on your computer.
6. Review the Location Name column data before importing to QuickBooks.
7. Adjust payroll entries in the Excel file to match job locations.
8. Import the modified MasterPay file to QuickBooks.
9. Verify payroll entries align with job locations in QuickBooks.

> **Note:** Invoices, payments, bills, and returns export directly to QuickBooks from ServiceTitan. Payroll does not export directly and requires manual processing through the MasterPay report.

The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history.

**What it does:** Serves as the single source of truth for all customer interactions, history, and financial data.

**Also called:** Customer account, Client record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A physical service address associated with a customer, containing all jobs, equipment, and history for that property.

**What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site.

**Also called:** Service address, Property record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)