Streamline your accounting processes with ServiceTitan’s Touchless Integration. This session will guide you through setting up automated journal entries, eliminating manual batching, posting, and exporting. By integrating with QuickBooks Online or Intacct, you’ll achieve near real-time synchronization of financial data, reducing errors and saving time
👥 Who Should Attend This Touchless Accounting Learning Lab:
- 📊 Accounting Managers / Bookkeepers
Why: They oversee financial data accuracy and reporting.
Key Takeaway: Learn to configure and manage automated journal entries, ensuring seamless data flow between ServiceTitan and your accounting software
- 💼 Operations Managers / GMs
Why: They are responsible for overall business efficiency.
Key Takeaway: Understand how automated accounting processes can enhance operational workflows and financial oversight.
- 🛠️ ST Administrators
Why: They handle system integrations and configurations.
Key Takeaway: Gain insights into setting up and maintaining Touchless Integration, ensuring system compatibility and data integrity.
✅ Pre-Setup Recommended for Touchless Accounting in ServiceTitan
- Access to the Accounting module. (Journal Entries & Accounting Periods)
- Integration QuickBooks Online or Intacct.
- Mapped GL accounts
- Reporting Permissions
🔥 Topics Covered:
- Overview of Touchless Integration: Understand the benefits and functionalities of automating journal entries between ServiceTitan and your accounting software.
- Transition Plan: From Legacy to Touchless: How to safely move from manual exports and batch processes to a fully automated system—without disrupting your books.
- Setting Up Touchless Integration: Step-by-step guidance on configuring the integration with QuickBooks Online or Intacct, including mapping GL accounts and ensuring data consistency.
- Managing Journal Entries: Learn how to monitor, review, and troubleshoot journal entries within ServiceTitan to maintain accurate financial records.
- Accounting Reconciliation: How to reconcile your ServiceTitan data with your accounting system using built-in reporting tools and journal review workflows.
- Accounting Periods: How to manage accounting periods in ServiceTitan
- Best Practices: Discover tips to optimize the integration process and avoid common errors that can disrupt financial data synchronization.
🌟Best Practices & Takeaways
- Set up your GL account mapping thoughtfully—match your Chart of Accounts before going live.
- Use Touchless Journal Entries to eliminate batching and reduce manual errors.
- Maintain clean books by consistently reconciling transactions using ServiceTitan’s built-in accounting reports.
- Leverage Accounting Periods to align entries with your fiscal calendar and month-end close.
- Follow a step-by-step transition plan to move from manual exports to automated syncing—without disrupting operations.
- Avoid common mistakes like missing cost accounts, improper mapping.
- Ensure alignment across departments (Finance, Ops, Admin) with shared documentation and roles.
- Automate confidently—once configured properly, Touchless Accounting saves time and boosts accuracy.
Cost
This session is $199 to attend, with limited seating. Registration includes free access to our client-exclusive bonus pre-Pantheon session, Boost Your Titan Score Before Pantheon!
