ServiceTitan Community

erinpbradley · 03-03-2023

Due to a lot of data issues, we are having to move to a brand new Quickbooks Desktop file. Since we are essentially starting over, we now have the option to switch to Quickbooks Online. However, our CPA is recommending a third party inventory app ove...

erinpbradley · 02-28-2023

We've spent months troubleshooting various issues in our QB Desktop file & their support has finally told us we have to create a new company file. Has anyone else been through this process and have any advice? It's definitely daunting.I am thinking t...

erinpbradley · 02-27-2023

Sharing here for additional visibility as this feature update seems simple & would make my life so much easier! --I have no idea why project invoices won't allow you to add inventory materials - doesn't make sense & just causes a lot of confusion.Use...

erinpbradley · 02-27-2023

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...

erinpbradley · 02-06-2023

What are your workflows for reviewing & batching invoices?Prior to the new Invoices Module, we did invoice reviews from the Batching screen and would batch the invoice as the last step of review. Then, we bulk print or email the invoices in the batch...

erinpbradley · 03-13-2023

Thanks for replying! I did hear back from our CSM that ServiceTitan does not recommend using inventory features with Quickbooks Online. Super good to know!

erinpbradley · 03-03-2023

Thanks, Jeni!

erinpbradley · 02-28-2023

We used to use projects within QB to set up customers with multiple locations. When we moved to ST, we deactivated all the sub-customer accounts in QB and allow ST to fully manage location-specific information/invoices. All invoices export into QB ju...

erinpbradley · 02-28-2023

Yes! Or better yet - payment receipts that show them exactly how payments were applied across multiple invoices.

erinpbradley · 02-28-2023

I do have that one! Just filtered it & it's looking good...I'm just curious. Since it is filtered by last paid date, I wonder if it reflects payments when a customer makes two payments on the same invoice within the period?The tax total I'm seeing he...

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Quickbooks Online + Inventory Advice

Moving to a Brand New QB Desktop File - Any Advice?

Vote for my Idea - Allow Billing Inventory Items on Project Invoices!

Best Report for Texas Sales Tax

Workflow for New Invoices Screen

Re: Quickbooks Online + Inventory Advice

Re: Moving to a Brand New QB Desktop File - Any Advice?

Re: Web Connect: How are you exporting invoices to QB

Re: Paid Invoices need a PAID STAMP.

Re: Best Report for Texas Sales Tax