Erin - I have seen this happen with one of our tenants after they went live with ServiceTitan. There are quite a few things that can cause the numbers not to match. Here is what I have seen.
1. Items not being consumed on invoices. You must make sure that every single material/equipment has been recorded on the invoice. If you have the purchase order only the item is not considered consumed, the item HAS to be added to the invoice. If the PO is on the job then the item should be added at $0 cost to present double costing. There is an option in purchasing to have the items auto added when received, I would suggest checking this option if you havent already. If you are currently doing this, watch for partially received POs and rolled over POS, these items do not give you the option to auto add and causes confusion.
2. QBD is set to Weighted Average costing, make sure the costing method in Inventory settings is also Weighted Average.
3. Exporting items in the wrong order. Every day the items in your accounting tab should be exported starting with Bills down and then the invoices. If you export an invoice first with an item that has been consumed, it can throw your inventory numbers off.
4. POs MUST be received before exporting invoices.
Hope this helps.
