Overview
After setting up QuickBooks Online integration in ServiceTitan, set up QuickBooks properly to integrate with ServiceTitan to make sure that the data transferred between both platforms is accurate and reliable. Proper setup will also prevent export errors due to account names not matching and will help you map your accounts faster when you add new payment types or Pricebook items.
Note: This feature is now standard with all new accounts. If these features are not yet enabled in your account, contact your success or implementation manager.
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.
Best practices
It is recommended that you set up your General Ledger Accounts in Set up sales tax in QuickBooks Desktop.
This will allow you to select from these accounts (via a drop-down menu) when you map items to a QuickBooks account.
You will need to map items such as your Pricebook services and your payment types to a QuickBooks account.
Benefits of setting up General Ledger Accounts in ServiceTitan
By creating your accounts in ServiceTitan, you will prevent exporting errors due to misspelling account names. You will also be able to map your accounts faster when you add new payment types or Pricebook services.
New users of QuickBooks Online
Create GL accounts in QuickBooks Online for integration with ServiceTitan.
Existing users of QuickBooks Online
Make sure the GL account names in QuickBooks Online match exactly the GL account names in ServiceTitan. This will prevent export errors due to account names not matching.
Adding your General Ledger Accounts
Open QuickBooks and ServiceTitan.
In QuickBooks, open your Chart of Accounts (Lists > Chart of Accounts).
In ServiceTitan, go to Settings > Operations > General Ledger Accounts.
Click Add Account. You will be copying the information from QuickBooks into ServiceTitan.
You will now be able to add:
Name. Copy/paste the name of the account. This should not include the account number unless you have included that in the QuickBooks NAME field.
Number [Optional]. Copy/paste the account number associated with the account in QuickBooks. If you cannot see the account numbers in your Chart of Accounts, right-click the title of any column and select Customize Columns. Add the ACCNT. # column and click OK.
Select the appropriate account type.
After you select the account type, a Subtype field will appear. Select the appropriate subtype.
Click Save.
Sales tax
If you are also calculating sales tax, create an ST Sales Tax Payable account in QuickBooks Online as an Other Current Liabilities account and a service item for ServiceTitan Sales Tax.
Next step: Add account numbers in QuickBooks Online
By default, your Chart of Accounts in QuickBooks Online will not show account numbers. If you want to turn on account numbers in QuickBooks, see QBO Onboarding Step 3: Add account numbers in QuickBooks Online.
Otherwise, the next step is to create chargeable materials in QuickBooks Online. For more, see QBO Onboarding Step 4: Create chargeable materials in QuickBooks Online.