Accounting

Resolved! Applying payments to invoices in QB when payment exports before the invoice

How does anyone handle this issue? When payments export before invoice batches do, we then have to use the "Fix Unapplied Customer Payments and Credits" tool in QB to match all those together. QB says they can't do anything, but is there something an...

can we get a credit card swiper to be used on a computer

Wondering if there is a way to get a credit card scanner hooked up to our main computer in our store to be used in service titan to collect payment for a over the counter sale in a invoice? Instead of manual entering a credit card each time on a invo...

Exporting to Quickbooks on a Location level

Looking forward to seeing the invoices sent to QuickBooks by location under the main account owner.

QuickBooks Desktop Classes

We have an issue where anytime hours are tied into customer jobs it does not classify in QuickBooks Desktop. All other hours for office employees, idle time auto classify. The only thing not classifying is tech hours on a job.Any help or insight is a...

Customer Statement - Outstanding Balances??

Does anyone have a better solution to printing and emailing customer statements, so there is a total outstanding amount clearly called out on the statement?The current PDF groups balances not yet due along with balances that are up to 30 days past du...

Customer Stement

Is there a way to edit the columns on a customer statement?

Moving Payments

Is there no easy way to move payments from one account to another?

AutoBatching not working?

Is anyone else's auto batching not working? Our invoices are not auto batching and our credit card payments are not either. Support has not gotten back to me, so is anyone else having this issue?

Resolved! Applying a credit/refund to an exported invoice.

I need to apply a credit to an invoice that has been exported, but no payment has been made as of yet. Can I just apply a refund through the payment screen or do I need to do an invoice adjustment?

Cost of Sales Mapping and Reconciliation Report

Hello,I am curious if there is a report within Service Titan that allows the users to Reconcile the Cost of Sales Accounts (i.e., Materials, Equipment, Labor) to QuickBooks that is similar to the Revenue by Account report that is used to reconcile th...

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Posts

Resolved! Applying payments to invoices in QB when payment exports before the invoice

can we get a credit card swiper to be used on a computer

Exporting to Quickbooks on a Location level

QuickBooks Desktop Classes

Customer Statement - Outstanding Balances??

Customer Stement

Moving Payments

AutoBatching not working?

Resolved! Applying a credit/refund to an exported invoice.

Cost of Sales Mapping and Reconciliation Report

SMS Customer Statement Log / Invoices

Customer Statement Log / Invoices

Document Templates - Invoices

Invoices

Payment Confirmation Email?

Customer Collections

How Do I Fix QuickBooks Point Of Sale Unexpected E...

Trying to Understand the Customer Payments and Ban...

QB Desktop Premier Plus 2024 & ST Web Connector

Having materials show up as a single line on the i...