How do I find an Account in Servicetitan's General Ledger?
ServiceTitan requirement for getting connected:
We create a service called "OCA Estimate" in your Pricebook
ServiceTitan requires you to link this service to an account in your General Ledger
We only need the account name
Note: Provide the Account Name exactly as it appears in the General Ledger.
Choosing an Account
Choosing an account can be a daunting task, but it doesn't have to be. With the help of your bookkeeper or accountant, you can easily select the right account for your needs.
Why is choosing the right account important?
Choosing the right account is crucial for keeping your financial records organized and accurate. It ensures that your income and expenses are properly categorized, making it easier to track your business's financial health.
How do I choose the right account?
When selecting an account, it's important to consider the purpose of the account and how it will be used. Your bookkeeper or accountant can help guide you in this process, as they have a deep understanding of accounting principles and can provide valuable insight.
Some factors to consider when choosing an account include:
It's also important to regularly review and update your accounts as your business grows and evolves. Your bookkeeper or accountant can help you make any necessary adjustments to ensure your accounts accurately reflect your business's financial activities.
Where can I get help choosing an account?
If you're still unsure about which account to choose, don't hesitate to reach out to your bookkeeper or accountant for assistance. They have the expertise and knowledge to help you make the best decision for your business.
How do I create an Account in Servicetitan's General Ledger?
Note: When a job is sold in OnCall Air, it creates a Service in ServiceTitan. Per ServiceTitan requirements, any Service created in their software must be linked to Account from your Account Ledger
Step 1: Go to Settings
Step 2: Go to Operations
Step 3: Go to General Ledger Account
Step 4: Click Add GL Account
Step 5: Enter a Name, Income under type, and Income under subtype
Important: If you are not an Account or Bookkeeper, you may want to check with your Accounting Department for Name, Type and Subtype
Name should never be OCA or OnCall Air.
Step 6: Copy the Account Name only and paste it in the OnCall Air & ServiceTitan Integration Form
Note: You must enter the Account Name exactly as it appears in the General Ledger.