Pending Export Report Guide

Overview

This report lists transactions that have been posted but not yet exported. Once the transaction has been successfully exported, it will no longer appear on this report. In addition, this report will show any exporting errors for transactions.

Note: Invoices and payments are referred to as “transactions” throughout this guide.

Who uses this feature

Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades

Common uses for this report

Use this report to view transactions that are ready to be exported
Use this report to view exporting errors for transactions
Use this report to bypass exporting transactions to QuickBooks or Intacct

How to find this report

Click Reports in the main navigation menu.
On the Reports screen that opens, click Legacy Reports.
In the Search field, search for Pending Export.
Click the report name. Then you will be able to set filters and run the report.

User interface displaying reports with a search bar for 'Pending Export'.

Report filters

Business Unit

Filter by business unit. This report can be run by a single business unit or all business units.

Dropdown menu for selecting business units, currently set to 'All'.

Show Only Errors

Filter by show only errors. This report can be run to show only transactions that were exported with errors.

Checkbox option to display only errors in a user interface setting.

View or download the report

Click Search to view the report.

Search icon and dropdown menu button displayed on a green background.

The report can be downloaded in three different formats:

Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)

Menu options for exporting data to Excel or CSV formats are displayed.

Explanation of Columns - Invoices

The report includes the following columns:

Table displaying invoice details including Batch Export Id, Customer, and financial totals.

Column	Description
Batch	Batch number of the invoice.
Export ID	Exporting errors will show in this column. If there are no exporting errors, this field will remain blank.
Invoiced On	Invoiced On date on the invoice.
ID	Invoice number.
Customer	Customer associated with the invoice
Location	Service location on the invoice.
Subtotal	Invoice subtotal.
Disc./Fees	Discount and Fees
Tax	Total sales tax.
Total	Invoice total.
All	Use this to Select All posted invoices you want to set as Exported. This is used to bypass exporting to QuickBooks or Intacct. Users will only be able to see this option if the permission Bypass invoices is on. This permission is on by default for Accounting and Admin roles.

Explanation of Total Amounts - Invoices

Financial summary showing subtotal, tax, and total amounts for a transaction.

Column	Description
Subtotal	Sum of all invoice subtotals on the Pending Export Report.
Tax	Sum of all invoice sales tax on the Pending Export Report.
Total	Sum of the subtotal and tax amounts.

Explanation of Columns - Payments

Table displaying payment details including batch, customer, and payment method information.

Column	Description
Batch	Batch number of the payment.
Export ID	Exporting errors will show in this column. If there are no exporting errors, this field will remain blank.
Paid On	Paid On date on the payment.
ID	Payment number.
Customer	Customer associated with the payment.
Memo	Memo entered when the payment was applied.
Method	Payment type (credit, check, cash, etc.)
Amount	Total payment amount.
All	Use this to Select All posted payments you want to set as Exported. This is used to bypass exporting to QuickBooks or Intacct. Users will only be able to see this option if the permission Bypass invoices is on. This permission is on by default for Accounting and Admin roles.

Explanation of Total Amounts - Payments

(Report Totals)

Summary of payment methods with amounts for check, credit card, cash, and total.

You can view Total Amounts by scrolling to the bottom of the Payment section of the report. The payments types shown in this section will vary depending on the payments types you have set up in ServiceTitan.

Note: The number in square brackets is the total number of payments with that payment type, on the Pending Export Report.

Column	Description
Check	Sum of all check payment amounts on the Pending Export Report.
Credit Card	Sum of all credit card payment amounts on the Pending Export Report.
Cash	Sum of all cash payment amounts on the Pending Export Report.
Total	Sum of all payment amounts.

Explanation of Exporting Errors

Warning message about unconfigured SKUs needing account setup in settings.

You will receive the above error at the beginning of the Pending Export Report, if you have not mapped an item to a general ledger account. In this example, the HVAC main and HVAC membership Pricebook services do not have an account assigned. Click here to learn how to Map a Pricebook Item to a QuickBooks Account.

Invoice details showing an error message related to QuickBooks item reference.

Exporting errors will show in the Export ID column of this report. If you’re using QuickBooks and receive an exporting error, refer to this comprehensive guide: Fix Common QuickBooks Exporting Errors.

Set as Exported / Bypass QuickBooks

You can click Set as Exported / Bypass QuickBooks to bypass exporting selected invoices and payments.

Note: Users will only be able to see this option if the permission Bypass invoices is on. This permission is on by default for Accounting and Admin roles.

FAQ

Why would I want to bypass exporting an invoice or payment?

You may want to bypass exporting an invoice/payment:

The invoice is already in QuickBooks
The invoice will be manually entered in QuickBooks
The invoice does not need to be in QuickBooks (for example, a $0 invoice)

How do I bypass exporting an invoice or payment?

Select the invoices and payments you would like to set as Exported. Scroll down to the bottom of the Pending Export Report. Select Set as Exported / Bypass QuickBooks.