Service Titan Payments exported to QB Online
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12-20-2023 05:59 AM
Has anyone experienced a payment made in service titan and it batch over to QB but then the bank from QB also adds the deposit, resulting in it looking like we have a refund due to the customer?
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Payment Collections
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12-28-2023 01:47 PM
There might be something in your settings. Are the payments from ST to QB debit undeposited funds & credit accounts receivable? When deposit is made in bank, does it credit undeposited funds
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12-21-2023 05:28 AM
I have not figured it out yet either.
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12-20-2023 07:37 AM
I have 3 of these currently. Customer balance in ST is $0. QB on the customer screen will show $0, but when I go to fix unapplied credits to customer accounts in QB, it will show that they have credits on the account and I have yet to figure out how to fix it.
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02-27-2024 09:39 AM
This has been happening on a few of my accounts as well, cannot seem to figure it out.