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Export to QuickBooks Desktop from ServiceTitan

  • Updated on May 27, 2026
  • Published on Feb 27, 2026
  • 1 minute(s) read
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Overview

ServiceTitan allows you to export your transactions to QuickBooks Desktop. By doing so, you automatically create the transaction in QuickBooks to help manage your accounting records efficiently.

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.

Things to know

  • If a ServiceTitan payment term is not in QuickBooks, ServiceTitan automatically creates the payment term when you export transactions. 

  • It is recommended that you set up your payment terms in QuickBooks. This helps ensure your specific discount calculations in QuickBooks are accurate. 

  • It is recommended that you batch transactions based on transaction type—including but not limited to invoices, payments, and bills—separately.

Export to QuickBooks Desktop

  1. Batch and post your transactions.

  2. From the batch dropdown, select Export to QuickBooks Desktop.
    Dropdown menu showing options including 'Bypass export' highlighted for user selection.
    Choose the QBD Connection opens.

  3. Select the connection associated with the QuickBooks company file and user you want to export to.

    1. If the connection has a green dot, then the connection is online and ready to export to QuickBooks.

    2. If the connection has a red dot, then the connection is offline. To change the status of your connection to online, open the ServiceTitan Web Connector so the connection updates to an online status. For more information, see Web Connector Troubleshooting Guide.

  4. Click Export.


    Dialog box for selecting QBD connection with options and export button highlighted.

FAQ

What should I do if I am having issues exporting my batch to QuickBooks Desktop?

If you are having issues exporting your batch, follow these steps:

  1. Make sure your computer has internet connection.

  2. Open QuickBooks Desktop.

  3. Open the ServiceTitan Web Connector.

  4. Check if the Web Connector shows an online connection. If it says Offline, there might be a problem with your internet or the connection settings.

  5. If you have internet connection but the Web Connector is still offline, restart the Web Connector.

  6. Try to export your batch again.

  7. If you are still having issues, contact Technical Support.

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