Exporting to QB after the Recent QB Update
Hello,Is anyone else having a problem with exports to QB after doing the recent QB update? QB shuts down on me every time I attempt to do an export. Curious to see if anyone else is facing the same problem.
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Quickbooks Online Question
Recently we implemented Quickbooks Online. We've ran into quite a bit of issues with this. We are wondering if anyone else has experienced Business Units, from vendor invoices / Purchase Orders, not coming over into QB online?
Payment Terms
Hello All,I have searched the current community boards and have not been able to locate assistance in this specific topic and maybe I'm missing a setting in Titan. I wanted to check with the community.In the initial Customer set-up, the ST system all...
Credit on customer account
I have a customer who overpaid so I refunded the overpayment which showed up as a credit on their account.The amount has been refunded so why is the credit still on their account? Did I process it wrong? How can I remove it?
Resolved! Exported Payment
If client is paid $1000 then cancel the work but just want to keep $1000 as a credit. This invoice has been exported already to Quick Book. What is the best practice on this case? Thanks
Does anyone Outsource Bookkeeping to a company familiar with ST & QB?
Does anyone outsource their accounting/bookkeeping? If so, who do you use? Are they familiar with Service Titan/QuickBooks?
Has anyone switch from QuickBooks desktop to online?
We're needing work arounds with the AP Compatibility with Service TitanI don't want my AP person having to enter data in twice and it looks like that may be an issue with exporting to QuickBooks Online
Mobile Check Capture Report
Is there a place to see a list of the mobile checks that captured and settlement? Some where similar to the STgateway for the credit cards? We have a debt on our bank account that we think is a returned mobile check capture but we cannot confirm it.
Report showing funds collected from customers in each category (Past 30, Past 60, Past 90, Past 120)
Trying to look for a report that will show payments from customers on invoices that were overdue in the categories mentioned in the subject line. Is there one that already exists or can someone give guidance on creating one? Thanks!
Resolved! Best ways to manage paper invoice mailings
We have a few customers who absolutely insist on having invoices either mailed or faxed to them. However, during the usual flow of sending out invoices, more often than not their invoices will be emailed to them, as the only way of marking them as ha...
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