Not Seeing an Invoice Exported to Quickbooks Online

Problem

You do not see your invoice in QuickBooks online and you think it is exported.

Solution

• Check export status of batch and individual transactions

• Unpost, repost, and re-export batch

• Note that invoices for jobs that are still In Progress cannot be batched.

• Bypasses transactions will not appear in QuickBooks Online but will show as Exported in ServiceTitan

Check export status of batch and individual transactions

Some batches may have a status of Exported but individual items within the batch are marked as Pending. This can happen due to partial exports or sync issues. Also note that some batches can be locked due to system interruptions. If this happens, contact ServiceTitan Technical Support to have your batches unlocked.

When batching transactions, make sure to click Batch Selected to ensure the transactions you have selected are batched.

1. In ServiceTitan, locate the invoice in question.

2. At the top of the invoice check to ensure that the invoice is in a batch and the export status is Exported.

   1. If the invoice status is Exported, go to QuickBooks Online and use the search feature to search for the invoice number.

   2. If you do not find the invoice in QBO and it is marked as exported in ServiceTitan, please contact ServiceTitan Technical Support for further assistance.

3. If the invoice is in a batch but the Export Status is Posted or Pending, check the Pending Export Report by going to Reports on the navigation bar and entering "Pending export" in the search bar.
          

   1. Fix whatever error is showing on the guide and try re-exporting the invoice.

4. If you are still having trouble exporting your invoice, please contact ServiceTitan Technical Support for further assistance.

Unpost, repost, and re-export batch

1. Locate and select the batch in the Batch Export Transactions screen.

2. Click the selected batch dropdown at the top left of the screen and select Unpost the selected batch.

3. Click Yes to confirm.

4. With the batch still selected, click the dropdown again and select Post the selected batch.

5. Try to re-export the posted batch.