we have customers who occasionally overpay and are repeat customers so the payment is applied as an overpayment and then Service Titan creates a credit on the account. The problem I have is that when I try to use those overpayments, the "date" of the...
Hi! We ae new to exporting PO's and although we have not begun tracking our inventory, we are trying to set ourselves up for that. I am trying to export a few Vendor bills from ST and have received the error QB Error 3100 on some of the bills. I have...
Hello, Our accounting team encountered this error which does not help me at all understand what the problem is. We noticed it because on the side it Partially Exported see error and that's what it shows. In the batched tab it shows many that have bee...
Is there any way to have the invoice summary sent over to QB with the invoice? Some of our technicians put a lot of detail and time into their summaries and it is all missing from Quickbooks because it is not a line item.
When I go to the AR Management section of the Accounting page to enter checks I get this Page Unresponsive error after every single check. Waiting just gives me the error again so I have to hit the Exit button each time I enter a check. This has been...
I think it would be super beneficial to have the option to easily make the built-in meal breaks either unpaid (which is the default currently) or paid (which doesn't seem to be an option right now without implementing some weird workaround), like we ...
We have to ultimately “touch” the payment (3) times! Is this for real?1- Receiving the payment in ST2- Depositing the payment under “ bank deposits” in ST (so the reports come out correctly showing what is really unpaid 30, 60, 90days – without this ...
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...
We have a couple of different invoice types, but I am wondering why. What are the best practices and why? The only thing I could find was the ability to run an AR report based on invoice type. Is there a way to create an Invoice type default?
The error reads, Couldn't export the business unit "name", the error: Export finished with errors. See pending export report in ServiceTitan for more details.We have not changed any settings in ST or QBO but we started having this error a few days ag...
