Overview
The following are the default roles generated by QuickBooks for the Accounts Payable and Accounts Receivable as well as full access to Accounting:General Journal activities.
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.
Recommended permissions
Use these recommended permissions to export from ServiceTitan to QuickBooks.
Area | Activity | Access Level |
|---|---|---|
Accounting | General Journal | Full |
Banking | Deposits | Full |
Centers | Customer Center | Full |
Centers | Employee Center | View |
Centers | Vendor Center | Full |
Company | Calendar | Full |
Company | Enter Vehicle Mileage | Full |
Company | Print Labels | Full |
Company | Remote Access | Full |
Company | Synchronize Contacts | Full |
File | Shipping | Full |
Lists | Chart of Accounts | View |
Lists | Class List | View |
Lists | Currency List | Full |
Lists | Customer & Vendors Profile Lists | Full |
Lists | Fixed Asset Item List | Full |
Lists | Inventory Site List | Full |
Lists | Item List | Full |
Lists | Other Names List | Full |
Lists | Price Level/Billing Rate Level List | Full |
Lists | Price Rule List | Full |
Lists | Sales Tax Code List | Full |
Lists | Templates List | Full |
Reports | Inventory | Full |
Reports | Mileage | Full |
Reports | Purchases | Full |
Vendors & Payables | Item Receipts | Full |
Vendors & Payables | Pay Bills | Full |
Vendors & Payables | Pay Sales Tax | Full |
Vendors & Payables | Print 1099s/1096 | Full |
Vendors & Payables | Purchase Orders | Full |
Vendors & Payables | Sales Tax Adjustment | Full |