Overview
You can manage journal entries efficiently by downloading, exporting, and importing them into your accounting system. Downloading journal entries in ServiceTitan is a straightforward process that allows you to easily access and review your financial records.
If you are using Touchless Integration, you can also manually sync your journal entries to your supported accounting software. This feature is only available if you are integrated with QuickBooks Online, Sage Intacct, and Xero, and you have Touchless Integration enabled.
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.
The View journal entry landing page is required to use this feature. Please contact the account administrator on your team.
Things to know
Journal entries are downloaded as .XLSX files.
You can download single or multiple journal entries.
Export types
When exporting journal entries, you can choose to export them in the following format:
Journal Entry Summary (recommended): This option exports only the necessary data points of your transactions to the general ledger. This includes the GL accounts, business unit, and any other relevant data.
Journal Entry Detail: This option exports more detailed journal entries to post to the general ledger. This includes GL accounts, business unit, customer name, job number, and more.
Download your journal entries
Go to the navigation bar and click Accounting
.In the side menu, click Journal Entries.
Use the filter option to filter out the journal entries, if needed.
On the Journal Entries screen that opens, select the journal entries you want to download.
Note: To select all journal entries on the screen, click the box on the header row. Alternatively, you can click Select All to select all your journal entries.
Click Download.
On the Download Journal Entries screen that opens, select a Data Type for your journal entries.
Click Download Journal Entries.
A confirmation message appears once the download is complete.
Manually sync your journal entries
If you are using Touchless Integration, you can manually sync your journal entries to your supported accounting software. This is useful if you need to update your transactions immediately.
Note: This feature is only available if you are integrated with QuickBooks Online, Sage Intacct, and Xero, and you have Touchless Integration enabled.
Go to the navigation bar and click Accounting
.In the side menu, click Journal Entries.
Use the filter option to filter out the journal entries, if needed.
On the Journal Entries screen that opens, select the journal entries you want to sync.
Note: To select all journal entries on the screen, click the box on the header row. Alternatively, you can click Select All to select all your journal entries.
Click Actions > Start Syncing.
At the popup, click Start Syncing.
The Sync Status of the journal entries updates to In Progress. When the sync is complete, the status changes to Synced.
Manually sync individual journal entries
Alternatively, you can manually sync an individual journal entry by using the Actions menu on the journal entry row.
You can also use the Actions option in the journal entry detailed screen to sync your journal entry.
Exclude journal entries from syncing
If you are using Touchless Integration, you can choose to exclude journal entries from syncing. This is useful if you have journal entries that would never sync to accounting systems, such as historical data, manual adjustments, and workflows, and prevents these journal entries from staying in the Not Synced status indefinitely.
Note: This feature is only available if you are integrated with QuickBooks Online, Sage Intacct, and Xero, and you have Touchless Integration enabled.
Go to the navigation bar and click Accounting
.In the side menu, click Journal Entries.
Use the filter option to filter out the journal entries, if needed.
On the Journal Entries screen that opens, select the journal entries you want to exclude from syncing.
Note: To select all journal entries on the screen, click the box on the header row. Alternatively, you can click Select All to select all your journal entries.
Click Actions > Exclude from Syncing.
The Sync Status for that journal entry updates to Excluded.
If you want to revert this action, meaning you want to include a previously excluded journal entry back into being synced, select the excluded journal entries and click Actions > Include in Syncing.
Remove journal entry sync data
If you are using Touchless Integration, you can delete the journal entry in the accounting system and remove the sync record for a journal entry in ServiceTitan. This allows you to delete journal entries and return the journal entry to a Not Synced status in ServiceTitan to prevent discrepancies between both platforms.
When you choose to remove sync data on a journal entry, the journal entry status updates to Not Synced without deleting the actual journal entry.
Note: This feature is only available if you are integrated with QuickBooks Online, Sage Intacct, and Xero, and you have Touchless Integration enabled. You also need to have the Journal Entry Action - Remove Sync Data permission enabled to perform this workflow.
To remove sync data on a journal entry:
Go to the navigation bar and click Accounting
.In the side menu, click Journal Entries.
Use the filter option to filter out the journal entries, if needed.
On the Journal Entries screen that opens, locate the journal entry for which you want to remove sync data.
On the journal entry row, click Actions > Remove Sync Data.
Tip: You can also go into the journal entry detail screen and select Actions > Remove Sync Data.
The Sync Status updates for that journal entry to Not Synced.
To remove sync data from multiple journal entries, select the journal entries you want then go to Actions > Remove Sync Data.
Want to learn more?
Visit ServiceTitan Academy and enroll in Accounting Basics