The Accountant That Actually Understands ServiceTitan
Your ServiceTitan data is only as good as your QuickBooks integration. If your GL accounts don't map correctly, your batch exports fail, or your revenue lands in the wrong categories — your financial reports are lying to you. Calculus Tax specializes in accounting for ServiceTitan users. We fix the integration. We clean the books. We save you on taxes.
Why Most Accountants Can't Handle ServiceTitan
ServiceTitan is the dominant field service management platform for HVAC, plumbing, electrical, garage door, and chimney sweep companies. It handles dispatching, invoicing, and payment collection — but it is NOT accounting software. The integration between ServiceTitan and QuickBooks requires precise GL account mapping, correct business unit configuration, and disciplined batch export workflows. Most accountants have never seen ServiceTitan and don't know how to reconcile its output with QuickBooks.
GL Mapping Errors
ServiceTitan general ledger accounts must match QuickBooks exactly — including colon-separated sub-accounts. One naming mismatch blocks the entire export. We set up and audit your GL mapping.
Batch Export Failures
ServiceTitan batches invoices for export to QuickBooks. If invoices aren't reviewed, posted, and exported correctly, transactions get stuck. We establish clean export workflows.
Business Unit Misalignment
Multi-trade companies (HVAC + Plumbing) need separate business units mapped to QuickBooks classes. Incorrect mapping means you can't see profitability by trade.
Revenue Misclassification
When pricebook items aren't linked to the right income accounts, your P&L tells the wrong story. We rebuild your pricebook-to-GL mapping for accurate financial reporting.
ServiceTitan Accounting Services
ServiceTitan-QuickBooks Integration Setup
Complete GL mapping, business unit configuration, tax zone setup, and pricebook integration. We make ServiceTitan and QuickBooks talk to each other correctly.
Learn MoreIntegration Audit & Cleanup
Already on ServiceTitan but your books are a mess? We audit your existing integration, identify mismatches, and clean up historical data.
Learn MoreMonthly Bookkeeping for ServiceTitan Users
We handle the batch review, posting, export, and reconciliation every month. Your books stay clean without you touching QuickBooks.
Learn MoreMulti-Trade Profitability Reporting
See true profitability by business unit — HVAC vs. plumbing vs. electrical. Accurate class tracking in QuickBooks tied to ServiceTitan business units.
Learn MoreTax Planning for Home Service Contractors
Year-round tax strategy, Section 179 for fleet vehicles and equipment, S-Corp structuring, and quarterly estimated payments.
Learn MorePayroll for Field Service Teams
Technician payroll with commission structures, overtime compliance, and proper job costing integration. Workers' comp tracking and audit support.
Learn MoreHow We Set Up ServiceTitan Accounting
Audit Your Current Setup
We review your ServiceTitan settings, QuickBooks chart of accounts, GL mapping, business units, and pricebook configuration.
Fix the Foundation
We rebuild GL mappings, correct business unit alignments, and ensure your pricebook items link to the right income accounts.
Establish Clean Workflows
We set up batch review, posting, and export processes so transactions flow correctly every month.
Ongoing Monthly Accounting
We handle the monthly reconciliation, financial reporting, and tax planning so you can focus on running your business.
We Work With ServiceTitan Contractors In
Frequently Asked Questions About ServiceTitan Accounting
Why do I need an accountant who knows ServiceTitan?
ServiceTitan's QuickBooks integration requires precise GL account mapping, correct business unit configuration, and disciplined batch export workflows. Most accountants have never used ServiceTitan and cannot reconcile its output with QuickBooks, leading to inaccurate financial reports and missed tax deductions.
How does ServiceTitan integrate with QuickBooks?
ServiceTitan batches invoices and exports them to QuickBooks using GL account mapping. Each pricebook item maps to a specific income or expense account. Business units map to QuickBooks classes. The integration requires exact naming conventions including colon-separated sub-accounts.
Why do my ServiceTitan exports keep failing?
Export failures typically result from GL account naming mismatches, unposted invoices, or misconfigured business units. A single character difference between ServiceTitan and QuickBooks account names blocks the entire batch. We audit and fix these mapping errors systematically.
Can you fix my existing ServiceTitan-QuickBooks setup?
Yes. We perform a complete integration audit covering GL mapping, business unit alignment, pricebook-to-account linking, and batch export workflows. We then rebuild the configuration and clean up historical data so your books are accurate going forward.
Do you work with both QuickBooks Online and QuickBooks Desktop?
Yes, we support both QuickBooks Online and QuickBooks Desktop integrations with ServiceTitan. The mapping process differs between platforms, and we configure whichever version your business uses for optimal data flow and reporting accuracy.
How much does ServiceTitan accounting cost?
Monthly bookkeeping and accounting for ServiceTitan contractors typically ranges from $500-$1,200 per month depending on transaction volume, number of business units, and complexity. Initial integration setup or cleanup is a separate project fee based on scope.
I use Jobber or Housecall Pro instead — can you help?
Absolutely. While our deepest expertise is ServiceTitan, we also work with Jobber, Housecall Pro, and other field service platforms. The accounting principles and QuickBooks integration challenges are similar across platforms. We adapt our approach to your specific software stack.
What's the difference between ServiceTitan accounting and regular bookkeeping?
Regular bookkeeping categorizes transactions after the fact. ServiceTitan accounting starts at the source — ensuring your field service data flows correctly into QuickBooks with proper GL mapping, business unit tracking, and revenue classification before the books are even touched.
Trusted by ServiceTitan Contractors Nationwide
"Our ServiceTitan-to-QuickBooks integration was a disaster before Calculus. Exports were failing weekly. They rebuilt our GL mapping and now everything syncs automatically."
— HVAC Company Owner, AZ
"Finally, an accountant who actually knows what a business unit is in ServiceTitan. We can see profitability by trade for the first time."
— Multi-Trade Contractor, TX
"The monthly bookkeeping alone saves us 15 hours. They handle the batch exports and reconciliation — we just run the business."
— Plumbing Company, FL
Accounting for Specialty Trades
Ready to Fix Your ServiceTitan Accounting?
Schedule a free 15-minute consultation. We'll review your current ServiceTitan-QuickBooks setup, identify issues, and outline exactly how we'd get your books accurate and your taxes optimized.
(650) 391-0034