Commercial Certified QuickBooks Accountant - Explorer

Curriculum

Accounting Fundamentals

• Accounting - FAQ

• Create an adjustment invoice

• Onboarding Guide - FAQ

• Overview of the invoicing process

• Understanding how ServiceTitan exports data to QuickBooks Desktop

Invoicing

• Accounting Permissions

• Add company logo, message, phone number, and web address to invoices

• Batch, post, and export transactions

• Bulk email invoices

• Can I see past statements sent to a customer?

• Customize email templates

• Edit an invoice

• Email or print statements from AR Management

• How is tax subtotal calculated on an invoice?

• How splits are automatically assigned

• Run the Job Costing tool

• Send balance forward statements

• Send customer statements

• Set individual invoice items as taxable

• Set technician splits

• Write off bad debt in QuickBooks

Payments

• Accounting 101: Understanding accounting debits & credits

• Deferred Revenue Report in Reports 2.0

• Project settings overview

• Use Accounting Periods

Pricebook Accounting Fundamentals

• Add equipment to your pricebook

• Add materials to your pricebook

• Add services to your pricebook

• Bulk edit pricebook items

• Enable inventory tracking for equipment and material

• Pricebook

• Set up unique prices with client-specific pricing

• Set up your account for replacement opportunities

• Technicians can't see Pricebook Categories in ServiceTitan Mobile

Accounting Integrations - QuickBooks

• Manage journal entries

• Guide to auto-batching

• QuickBooks Desktop

• QuickBooks Desktop Users - FAQ

• QuickBooks inventory integration

• QuickBooks Online Users - FAQ

• Searching for payments in QuickBooks Desktop: recommended workflow

• Set up QuickBooks Desktop for sales tax (US)

• Touchless Integration overview

• Configure journal entries