ServiceTitan ↔ QuickBooks: Automated Invoice & Payment Sync

Overview

Automatically sync ServiceTitan invoices, customers, and payments to QuickBooks Online for accurate financial reporting without manual data entry.

What Gets Automated

1. Invoice Sync: When a job is completed in ServiceTitan, invoice automatically creates in QuickBooks
2. Customer Sync: ServiceTitan customers automatically added/updated in QuickBooks
3. Payment Tracking: Payments collected in ServiceTitan update invoice status in QuickBooks
4. Job Costing: Sync labor, materials, and expenses for accurate job profitability
5. Sales Tax: Automatically map ServiceTitan tax rates to QuickBooks tax codes

Benefits for Contractors

• Save 4+ hours/week on manual invoice entry
• Eliminate accounting errors from duplicate data entry
• Real-time financial visibility - no more waiting for bookkeeper updates
• Accurate job costing for profitability tracking
• Faster month-end close with pre-synced data

How We Implement

1. Connect ServiceTitan and QuickBooks APIs with secure authentication
2. Map your chart of accounts, tax codes, and payment methods
3. Set up real-time sync triggers for invoices and payments
4. Configure customer matching rules (by email, phone, or name)
5. Test with 5-10 sample jobs before going live
6. Ongoing monitoring and exception handling

What You Need

• ServiceTitan account with API access (included in most plans)
• QuickBooks Online Essentials or Plus
• Active jobs running through ServiceTitan

Typical Setup Time

3-5 business days from kickoff to live automation.