/ Systems architecture  ·  ServiceTitan

ServiceTitan to QuickBooks, set up so the numbers actually tie.

The batch export looks complete. Then someone checks the records that rejected underneath. I fix the ServiceTitan to QuickBooks setup so billing is current, cash reconciles, and you can read margin by crew and business unit. Every engagement starts with a fixed-fee diagnostic.

01  What the first pass usually finds

The problems are real, recurring, and hiding under a clean-looking export.

ServiceTitan runs dispatch, service, AR and a heavy pricebook. The export to QuickBooks looks posted, but the record-level rejects, the merchant clearing and the GL mapping usually are not controlled.

01

Silent sync errors

Invoices, payments or jobs that rejected but looked posted. Owners see stale AR while nobody owns the exception queue.

02

Gross invoices that do not equal net deposits

Merchant fees, refunds and payout timing get mixed into revenue, so the bank reconciliation becomes detective work every month.

03

A weak pricebook and item map

Revenue lands in generic buckets. The P and L looks right on top and useless underneath, and margin by service line disappears.

04

Completed work that never got billed

Jobs finished in the field with cost posted, but no invoice sent, sitting idle in the field system.

These are the kinds of numbers I see at a typical mid-market contractor. They are representative, not a guarantee. Your audit gives you your figures.

02  The build

Fix it at the source, then keep it fixed.

A fixed-scope ServiceTitan build, $5,000 to $8,000 plus HST, roughly 20 to 30 hours. Only offered after the audit says it is worth doing.

01

Rebuild the item and GL map

Map products, business units and classes so the detail survives the sync and margin is readable by crew and department.

02

Install a merchant clearing workflow

Separate gross sales, fees, refunds and deposits so cash and revenue both tie without the monthly hunt.

03

Set a reviewed export cadence

Define who posts, who accepts the batch, who checks the rejects, and what gets escalated the same day.

04

Bridge to WIP where project work is enabled

Use the job data to support the accounting schedule instead of a spreadsheet, so WIP holds up for the bank and the CPA.

03  Common questions

ServiceTitan and QuickBooks, answered.

Why do my ServiceTitan and QuickBooks numbers not match?
Usually the batch export looks posted while individual records reject underneath, and merchant fees mix gross sales with net deposits. The fix is record-level mapping, a clearing workflow, and a reviewed cadence that catches the rejects before they become stale AR.
What does it cost?
It starts with a $750 plus HST Diagnostic Audit, which is fixed fee and no retainer. A full ServiceTitan build runs $5,000 to $8,000 plus HST on a fixed scope, only if the audit shows it is worth it.
Is this bookkeeping?
No. I do not do tax filings, compilations or bookkeeping. I fix the software and the accounting workflow so the books your bookkeeper or CPA keeps are clean at the source. See the page for accountants.
Do you work outside Hamilton?
Yes. I work with owner-led contractors across Hamilton and the Golden Horseshoe, and remotely where it makes sense.
/ Next step

Get your real sync-error count.

The $750 + HST Diagnostic Audit puts hard numbers on what is breaking between ServiceTitan and QuickBooks, and tells you which fix is worth your money.