Posts

quickbooks training

Hello there I am looking for some training for Quickbooks and service titan I have never used quickbooks and do not want to point my team in the wrong direction for training please help if can

jessylong by New Contributor III
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Closing Your Books at Month End: Why and How

My first job in the trades was answering the phone and administrative duties at a small family roofing company. One of those duties was to provide the owner with an overview of money going out and coming in weekly in what he called a “State of the Na...

Cost of Sales Mapping and Reconciliation Report

Hello,I am curious if there is a report within Service Titan that allows the users to Reconcile the Cost of Sales Accounts (i.e., Materials, Equipment, Labor) to QuickBooks that is similar to the Revenue by Account report that is used to reconcile th...

Marc2023 by New Contributor
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Accounts Receivable Aging Report - ST reconciliation to QB

When running the AR Transaction and AR Transaction by Customer Report, how are the aging buckets being calculated? Are the aging buckets based on invoice date or invoice due date? Additionally, I am noticing instances where the total column in the re...

Marc2023 by New Contributor
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Purchase Order Limit

Is there a limit to the amount of items that can be put on one purchase order?

Gregf by New Contributor
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