Integrating Intacct with ServiceTitan brings your financial management and business operations together, making everything run more smoothly. This connection simplifies accounting, reduces the need for manual entry, and gives you an up-to-date view of your business finances.
Setup
Data flow mapping
Download the data flow diagram
What you need to get started & how it works
To get started with our Sage Intacct integration, reach out to your Customer Success Manager (CSM).
Enter financial data once and keep your entire enterprise updated in both ServiceTitan and Intacct. Every transaction completed in ServiceTitan gets synced across every screen, office, and franchise location in your Intacct system.
Advanced setup
Follow these steps to set up and configure your Intacct integration with ServiceTitan.
Intacct Onboarding Step 1: Set up the Intacct Integration with ServiceTitan
Intacct Onboarding Step 2: Sync Intacct objects with ServiceTitan
Intacct Onboarding Step 3: Map business units in ServiceTitan to Intacct reporting dimensions
Intacct Onboarding Step 4: Map pricebook items to Item GL Groups
Key workflows
Navigating Intacct
Understand how ServiceTitan interacts with your Intacct and read about the different dimensions and transactions ServiceTitan utilizes for this integration.
How data is handled and shared
Discover what data gets transferred and how it's shared between ServiceTitan and Intacct.
Exporting
Exporting transactions from ServiceTitan to Intacct ensures that all transactions recorded in ServiceTitan are accurately reflected in Intacct.
Reporting
Use the following reports to reconcile accounts and monitor your financial performance.
Troubleshooting and FAQ
Troubleshooting
Refer to these troubleshooting articles for information on how to solve common issues you may encounter.
FAQ
Check out some of the most frequently asked questions for the QuickBooks Desktop integration. For more, see Intacct - FAQ.