Service Titan QBO Integration
When is Service Titan goint to develop a real integration with Quickbooks Online? What we have now is a joke.
Posts
Introduction - High Velocity Accounting
Hello to the Service Titan Community . My name is Brett Neal, and with my wife Seasha Neal, we are here to learn and share ideas about Service Titan. My first one would be getting Service Titan to match deposits in QBO, haha! But, seriously, we are l...
Resolved! Dumb question of the day!
Can anybody explain to me what the "Allow AR?" checkbox does in the Customer settings? I can't seem to find much info about it. (yep, this seems like a pretty embarrassing question.)
Accepting Apple Pay
I've reached out to the Payment Team about being able to accept Apple Pay in ST. The response was that we can accept Apple Pay with the chip readers out in the field. What I am wanting to do is accept Apple Pay / or have the customer be able to pay u...
Resolved! Report by terms
Is there report to show payment terms for customers. Is this possible? I've looked through reports and don't find "terms" as an option. This would be a great report!
Resolved! Sales by item - Report
Hello all Is there any report where I can see sales by item? I would like to know how many times we've sold an specific item (it's service, no trackable).ThanksJuliana
P&L Statement
What are some best practices or preferred methods of pulling a P&L Statement? Thank you in advance!Nik Lawhorn
Resolved! Progress billing
I created an estimate with tasks then I sold it and converted it, now my questions are... how do I invoice from it? Do I have to select the task and book it or is there another way? I know to go to the job and under the blue box I hit invoice but tha...
batch & posting
I created a batch & posted with nothing in it how do I delete it?
