We are spending a lot of time and doing manual work each month end to reconcile Intacct to ServiceTitan that involves exporting reports from both systems, recreating item IDs, pivot tables, index/vlookup in excel. Mainly: ST Aggregate Inventory repor...
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...
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...
Looking forward to seeing the invoices sent to QuickBooks by location under the main account owner.
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...
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...
Is there a way to edit the columns on a customer statement?
Is there no easy way to move payments from one account to another?
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?
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?
| Subject | Author | Posted |
|---|---|---|
| 03-06-2025 09:47 AM | ||
| 03-05-2025 09:32 AM | ||
| 02-27-2025 09:32 AM | ||
| 01-22-2025 11:24 AM | ||
| 11-20-2024 02:30 PM |
