Posts

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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Credit Card Fees

For anyone charging a credit card fee, I have a couple questions. 1. Is the fee taxed? (same tax rules that apply to the invoice)2. Is the credit card fee also added to the estimate? Part of our reconciling process is to ensure the estimate and invoi...

cfalone by ServiceTitan Certified Administrator
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  • 2 replies
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Resolved! Best Report for Texas Sales Tax

In Texas, we pay sales tax on a cash basis - meaning we only pay sales tax when it is collected, not when it is billed.We usually use Quickbooks for all our sales tax reporting, but have been having terrible issues with our file. In the interim, we a...

Resolved! Quickbooks online VS. Desktop

Has anyone ever switch from desktop version to online?? We are looking at switching and would like to know what are the PROS and COS for doing this?? Any feedback will help on online version. Thanks

Eramirez1 by New Contributor
  • 1848 Views
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Cash Basis accounting

Anyone out there on cash basis accounting???? Need help reporting income per business unit on a cash basis...at the invoice item business unit level.

kari_hom by New Contributor
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Customer A/R History

Here's the scenario:Customer calls in for service. They're wanting to discuss pricing and get a better rate. As a bsiness we want to review the actual A/R history of that customer to determine what we want to do next -- see how much they've spent wit...

ridstein by ServiceTitan Certified Administrator
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  • 1 replies
  • 3 kudos