Problem
When attempting to export an invoice batch from ServiceTitan to QuickBooks Online, a prompt appears that says ServiceTitan is going to access your QuickBooks Online (production) data for business unit '___'. Continue? and the batch cannot be exported.
Solution
Make sure that all users are connected to QBO and have admin access. This ensures that everything exports as expected.
Next, check the business unit connections in Settings > Integrations > QuickBooks Online. Disconnect and reconnect the business units.
Verify that GL accounts exist both in Quickbooks Online and ServiceTitan and the names exactly match, including colons for sub-accounts.
If the issue persists, check if any email addresses have been disconnected from the team. If so, change the admin email.
Check if item codes or names have restricted characters such as a period ( . ) or colon ( : ).
Check if customer names are 30 characters or over. Note that customer names must be less than 30 characters long.
Check if there are any $0 payments in the batch. Note that $0 payments must be bypassed and not exported.
Check if any inventory or pricebook items are mapped to an invalid GL account.
If you have inactive items reactivate them in QuickBooks:
For accounts, go to Chart of Accounts > Settings > Include Inactive.
For customers, go to Sales > Customers > click the gear icon > Include Inactive.
For items, go to Products and Services > Filter > Include Inactive.
For vendors, click Expenses > Vendors > click the gear icon > Include Inactive.
For employees, click All Employees > Inactive Employees.
Try to export the invoice batch again.
For stuck batches showing the message Batch export is going on, create a new batch and move the transactions to that new batch. Then try to export the batch.
Note: Batches that do not contain any transactions will be marked as Exported but no transactions are actually transferred.