QuickBooks Desktop Home

ServiceTitan's integration with QuickBooks Desktop streamlines financial management by syncing data between the two platforms. This ensures accurate and up-to-date financial records, reduces manual data entry, and improves overall efficiency in handling accounting tasks for businesses.

Setup

Data flow mapping

• Data flow for QuickBooks Desktop

What you need to get started

To get started with our QuickBooks Desktop integration, reach out to your Customer Success Manager (CSM).

How QuickBooks Desktop integration works

Get a clear understanding of how ServiceTitan interacts with QuickBooks Desktop.

• Accounting activities in QuickBooks

• Navigating QuickBooks Desktop

How data is handled and shared

Dive into understanding what data gets transferred and how it's shared between ServiceTitan and QuickBooks Desktop.

• Understand data mapping to QuickBooks Desktop

• How ServiceTitan syncs with customer records in QuickBooks Desktop

Difference between QuickBooks Desktop and QuickBooks Online

The integrations between QuickBooks Desktop and QuickBooks Online do not function in the same way. Learn the differences in how data is exported between ServiceTitan, QuickBooks Desktop, and QuickBooks Online.

• Using QuickBooks Desktop vs. QuickBooks Online

Onboarding

Set up ServiceTitan and QuickBooks Desktop to make sure your financial records transfer seamlessly to QuickBooks Desktop.

• QBD Onboarding Step 1: Set up QuickBooks General Ledger Accounts (QBD)

• QBD Onboarding Step 2: Create QuickBooks Desktop backup file

• QBD Onboarding Step 3: Map pricebook items to a QuickBooks general ledger account

• QBD Onboarding Step 4: Map pricebook items to a QuickBooks sub-account

• QBD Onboarding Step 5: Set up payment types for QuickBooks

• QBD Onboarding Step 6: Classes in QuickBooks Desktop

ServiceTitan Web Connector

The ServiceTitan Web Connector is a tool that links ServiceTitan with QuickBooks Desktop, making sure data is seamlessly transferred between the two platforms.

• Web Connector Setup Step 1: Download and install ServiceTitan Web Connector

• Web Connector Setup Step 2: Update the ServiceTitan Web Connector

• Web Connector Setup Step 3: Reconcile ServiceTitan with QuickBooks lists

Key workflows

Exporting

Exporting transactions in ServiceTitan to QuickBooks Desktop involves transferring financial data such as invoices, payments, and expenses from ServiceTitan into QuickBooks. This process makes sure that all transactions recorded in ServiceTitan are accurately reflected in QuickBooks. Explore the different exporting workflows you can perform to sync financial data between ServiceTitan and QuickBooks.

• Review invoices before batching

• Batch, post, and export transactions

• Export to QuickBooks Desktop from ServiceTitan

• Export journal entries to QuickBooks Desktop

• Sync objects as you export

• Edit invoices exported to QuickBooks Desktop

• Export Error Report Guide

• Resolve QuickBooks Desktop integration export error messages

QuickBooks Desktop workflows

These workflows explain how to navigate and take actions in QuickBooks Desktop.

• Deposit funds into your QuickBooks bank accounts

• Write off bad debt in QuickBooks

• Record refunds when you export to QuickBooks

• Adding and using Sales Representative Identifications

• Manage rebates in ServiceTitan

Reporting

Use the Transactions Reconciliation Report and AR Transactions reports to reconcile accounts, gain insights on your cash flow, and monitor your financial performance.

• Transactions Reconciliation Report - QBD

• AR Transactions By Customer report

• AR Transactions By Job report

• AR Transactions By Location report

• AR Transactions report

• Export Error Report Guide

Sales tax tracking

Understand the different workflows available for setting up tax tracking and exporting for QuickBooks Desktop.

• Set up sales tax in ServiceTitan

• Set up QuickBooks Desktop for sales tax (US)

• Set up QuickBooks Desktop for sales tax (Canada)

• Export sales tax to QuickBooks Desktop

• Washington State sales tax

• Set tax exempt status on a customer record

Troubleshooting and FAQ

Troubleshooting

Refer to these troubleshooting articles for information on how to solve common issues you may encounter.

• Resolve QuickBooks Desktop integration export error messages

• Web Connector Troubleshooting Guide

• Unable to Export Due to Batch Stuck in Exporting Status

• How to Resolve Tax Differences Between Quickbooks and ServiceTitan Invoices

• Unrecoverable Error in QuickBooks Export

FAQ

Check out some of the most frequently asked questions for the QuickBooks Desktop integration. For more, see QuickBooks Desktop Users - FAQ

• How do I set up tax zones?

• Why is the sales tax on my ServiceTitan invoice different from the sales tax on my QuickBooks invoice?

• How can I see if my invoices are exporting successfully to QuickBooks?

• If I change the account mapping for my Pricebook item will they update automatically in QuickBooks?

• Why doesn't the sales tax on my adjustment invoice match the sales tax on the original invoice?