Accounting

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QUICKBOOK HELP

Hello!Ok so we have been trying for nearly a month to get service titan to connect to Quickbooks. I have called customer service as well as the onboarding specialist and we cannot seem to get it going. I have reports due and sales tax reports that I ...

ACCOUNTING IN SERVICE TITAN IS DREADFUL

We are coming from using another software that integrated with QB. Quickbooks invoicing, adding credit card info, receiving payments, applying credits, emailing payment receipts, etc etc. was all so much easier and more efficient. Why does Service Ti...

Ask Me Anything! About Refunds!

Update! We are extending to the end of April! If you got some burning questions about Refunds (or maybe getting rid of credits) please feel free to submit your question(s) below.Welcome to our first "Ask Me Anything" (AMA) event on Accounting topics,...

CShang
by New Contributor II
  • 6430 Views
  • 12 replies
  • 5 kudos

Automatically tag based on down payment?

We require down payments prior to scheduling projects, and as of now, we have people manually converting "Down Payment Needed" tags to "Down Payment Received." We know that we can attach automatic tags to pricebook items and materials, but is there a...

brspaid by New Contributor
  • 1866 Views
  • 2 replies
  • 2 kudos

Cleaning up invoices

We just started using Servicetitan a year ago, some jobs from our new construction department got transferred over and we have invoices that show a balance but the bill has been paid. I remember watching a training video on how to bring an invoice ba...

BrieH by New Contributor
  • 1205 Views
  • 1 replies
  • 0 kudos

Bulk Edit chargeable items

This isn't my idea but also would be great to have it.Go vote for it.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3337

spetrie by Contributor II
  • 1651 Views
  • 1 replies
  • 3 kudos

Payables Module and Sage Intacct

How does the payables module flow from ServiceTitan to our Sage Intacct accounting software? We are trying to determine if we want to turn on the Payables. I know that we can pay through ST, but how does that payment flow from ST to Intacct?

JJPOND by New Contributor II
  • 2176 Views
  • 2 replies
  • 2 kudos

Statement Organization and Discount Issue

Once a statement is reconciled, the dates entered disappear, so I cannot organize by date. This makes it extremely tedious to go through and enter the cash discount we get if we pay early--I end up sorting by price and skipping around for every singl...

mdeaver8 by New Contributor
  • 1229 Views
  • 1 replies
  • 1 kudos

Auto-assigning Invoices for Review by Business Unit

Customer Support told me that this wasn't a feature but it sure would be a nice one to have!We would love to have the ability to auto assign invoices to certain people by Business Unit. So that X person automatically receives all the Residential Serv...

Monthly Statements

The monthly customer statements include invoices that have not been finalized and exported yet - these are pending invoices that have work to be completed in the future. Needless to say this is not what the customers want, or should be seeing. We wou...

dgagne by New Contributor
  • 1959 Views
  • 3 replies
  • 0 kudos
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