TradeWeave · ServiceTitan System Guides

Accounting Integrations

ServiceTitan doesn't do accounting itself — it exports to an external platform. Five options exist, and which one an account uses determines a real set of downstream behavior: what syncs automatically, what needs manual entry, and what simply doesn't export at all.

QuickBooks Desktop QuickBooks Online Sage Intacct Xero General CSV

This system sits directly underneath the Bookkeeper role's Pending → Posted → Exported cycle — it's about which platform receives the export and how the connection is configured, not the batching mechanics themselves. General CSV isn't a lesser fallback; it's the deliberate option when the real accounting software isn't one of the four named integrations.

Setup

Three-step configuration

From choosing the platform through the onboarding sequence and understanding what won't sync automatically.

1

Choose the integration and request activation

Settings > Integrations > Accounting
  • Contact the Customer Success Manager to enable access — not self-service for most integrations.
  • General CSV is the flexible fallback for any accounting platform without a native integration.
2

Complete the platform-specific onboarding

GL MappingSales Tax Setup
  • Every platform follows the same shape: GL account configuration → item/pricebook mapping → tax configuration, even though the specific steps differ per platform.
  • QuickBooks Online example: GL accounts, account numbers, chargeable materials, equipment, pricebook mapping, and Classes (mapped to ServiceTitan Business Units).
  • Sales tax setup is its own two-step process — choose a calculation method, then configure tracking to match on the accounting-software side.
3

Know what doesn't export automatically

Export limitations
  • Batch number/name is not sent to QuickBooks — a batch can't be searched for by its ServiceTitan identifier from the QuickBooks side.
  • Returns and inventory adjustments don't export to QuickBooks Online at all — these need manual entry on the accounting-software side.
Don't chase a phantom bug A "missing" return or inventory adjustment in QuickBooks isn't a sync failure — it's expected behavior. Enter it manually rather than troubleshooting the integration.

Ongoing use

The export-to-reconciliation cycle

  1. Invoices/payments get batched and posted in ServiceTitan — generates the GL journal entries.
  2. The batch exports to the connected accounting platform.
  3. "Exported" is a ServiceTitan-side status, not proof of a successful sync — check the platform itself or ServiceTitan's GL Errors log for whether records actually landed.
  4. Reconciliation happens from there, cross-referenced against the accounting platform's own Trial Balance/Balance Sheet.

Reference

Pitfalls & performance

Common pitfalls

SymptomFix
Can't find a specific batch in QuickBooksCross-reference by date/invoice number, not batch ID
Return/adjustment "missing" from QBOEnter manually — these don't export
Tax totals don't matchRevisit sales tax setup on both sides
Revenue posted to wrong accountFix GL mapping — affects future exports only, not historical
"Exported" but nothing shows downstreamCheck GL Errors / per-record sync status

KPIs to watch

MetricWhere
Export error countAccounting > GL Errors
AR balance matchST AR Transactions vs. platform Balance Sheet
Unmapped GL itemsPricebook item GL assignment audit

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