I’d love to see a feature where QuickBooks could automatically sync its Profit & Loss (P&L) report onto the ServiceTitan Dashboard for side-by-side comparisons of Month-to-Date (MTD) and Year-to-Date (YTD) financials.
The main issue we face is that ServiceTitan reports based on job completion dates, while QuickBooks operates on invoice dates. Because of this difference, the numbers never fully align, making it difficult to get a clear and immediate financial picture in one place.
If QuickBooks' P&L data could be pulled into the dashboard, it would provide:
✅ More accurate financial insights at a glance
✅ Easier reconciliation between ServiceTitan and QuickBooks data
✅ Better decision-making with a unified financial view
This would be a game-changer for those of us relying on both platforms! Does anyone else see value in this? Would love to hear your thoughts!
