QuickBooks Online Home

Integrate QuickBooks Online with ServiceTitan to sync your financial data between the two platforms. This makes sure your financial records are accurate, up-to-date, and eliminates manual data entry.

Setup

Data flow mapping

Download the data flow diagram

What you need to get started

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

Advanced setup

Onboarding

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

• QBO Onboarding Step 1: Set up QuickBooks Online integration

• QBO Onboarding Step 2: Set up GL accounts in QuickBooks Online

• QBO Onboarding Step 3: Add account numbers in QuickBooks Online

• QBO Onboarding Step 4: Create chargeable materials in QuickBooks Online

• QBO Onboarding Step 5: Create equipment in QuickBooks Online

• QBO Onboarding Step 6: Map pricebook items to a QuickBooks general ledger account

• QBO Onboarding (Optional step): Map pricebook items to a QuickBooks sub-account

• QBO Onboarding Step 7: Create classes in QuickBooks Online

Sales tax setup

With the integration, you can associate ServiceTitan tax zones to QuickBooks sales tax rate which automatically applies the proper sales tax when invoices are exported.

Step 1: Choose sales tax method

Select how you want your sales tax to be tracked in QuickBooks Online.

• Export sales tax to QuickBooks Online

Step 2: Set up sales tax in QuickBooks Online

After selecting a method, set up your sales tax tracking in QuickBooks Online.

• Set up automated sales tax in QBO

Key workflows

How QuickBooks Online integration works

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

• Accounting activities in QuickBooks

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

Exporting

Exporting transactions in ServiceTitan to QuickBooks Online transfers 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 journal entries to QuickBooks Online

QuickBooks Online workflows

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

• Deposit funds into your QuickBooks bank accounts

• Write off bad debt in QuickBooks

• Record refunds when you export to QuickBooks

Reporting

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

• AR Transactions By Customer report

• AR Transactions By Job report

• AR Transactions By Location report

• AR Transactions report

• Export Error Report Guide

Troubleshooting and FAQ

Troubleshooting

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

• Fix common QuickBooks errors - QBO

• The due date changes to a date several days after the invoice date when batch invoices are exported to QuickBooks Online

• QBO Export Cancelled After Being Prompted to Log In

FAQ

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

• How do I set up tax zones?

• Why can't I see the tax rate table (to add multiple tax rates) in ServiceTitan for my tax zones?

• Why isn't sales tax showing on my ServiceTitan invoice?

• How can I see what my sales tax liabilities are?

• What should I do if I am receiving another type of error on the Pending Export Report?