08-29-2022 11:34 AM - last edited on 05-10-2023 12:33 AM by LBabayan
Does anyone know if it is possible to edit the Business Unit for a job after the job has been completed and exported to QuickBooks? I am currently not able to do this, but I am wondering if there is a particular setting that allows this. Is there a way to merge Business Units together or something to that degree?
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08-29-2022 12:52 PM
I believe if it's vital to have it changed you could ask ServiceTitan to do it from the back end.
08-31-2022 08:11 AM
If you can't wait for support to fix it, the work around we have come up with is through adjustment invoices. Create a negative adjustment invoice to cancel out the one for the wrong BU and then create a positive adjustment invoice (duplicating the original) there you can update the BU, then export both adjustments.
08-29-2022 12:52 PM
I believe if it's vital to have it changed you could ask ServiceTitan to do it from the back end.
08-29-2022 12:37 PM
I don't think it's possible once it is exported. I tried this myself. You can go and unbatch the batch that the work order is in and then it can be changed. Then you would have to repost & re-export.