AR

[BoConner]

New to ST as an owner. I'm looking to clean up AR with regards to old unpaid and non-collectable balances. WHat is best practice so these do not show up on future reports.  

[JessicaSmith · Accepted solution]

I created a payment type called bad debt (you could also use write off, uncollectable, anything you want really) and map it to a GL account in Quickbooks for bad debt. It will show a $0 balance in ST with that BAD DEBT payment type, and it will get to the right place in Quickbooks.

[DianaK · Accepted solution]

https://help.servicetitan.com/how-to/writeoff-bad-debt-qbd

[JessicaSmith · Accepted solution]

I created a payment type called bad debt (you could also use write off, uncollectable, anything you want really) and map it to a GL account in Quickbooks for bad debt. It will show a $0 balance in ST with that BAD DEBT payment type, and it will get to the right place in Quickbooks.