ServiceTitan and QuickBooks agree every month.
Our HVAC client is a company in the US that runs on ServiceTitan and QuickBooks Online. We do their bookkeeping, tie ServiceTitan out to QuickBooks every month, and give the owner one dashboard. The figures on this page are theirs, read from their portal on September 5, 2026. We keep the company’s name private.
Booked calls: weekdays, 9am to 5pm Eastern. By phone, or 30 minutes on Teams.
Three things that are different now
Three parts of the ServiceTitan plan, live and paid for
Bookkeeping in QuickBooks Online
Every transaction categorized and every account reconciled to the bank, inside the company's own QuickBooks file.
ServiceTitan to QuickBooks reconciliation
Every month, each deposit is matched to what ServiceTitan says was collected. Anything that does not match is listed with its reason until it is resolved.
Owner dashboard
Revenue by business unit, collections, cash and daily sales, pulled from ServiceTitan and QuickBooks into one screen in the X INFIN portal.
What June looked like
Every deposit that hit the bank was matched to what ServiceTitan recorded as collected. The few that did not match were listed with a reason and worked until they cleared.
Revenue by business unit, straight from ServiceTitan
Installations, repairs, maintenance plans and commercial contracts, trailing twelve months. The owner opens this any morning, on any device, and it agrees with QuickBooks.
- Installations
- $1.72M
- Repairs
- $1.18M
- Maintenance plans
- $0.71M
- Commercial contracts
- $0.59M
Want your ServiceTitan and QuickBooks to agree like this?
No obligation. Then a free look at your books before any fee is agreed.
Or call (413) 595-2051, every day, 9am to 5pm Eastern
Bookkeeping for HVAC companiesBooked calls: weekdays, 9am to 5pm Eastern. By phone, or 30 minutes on Teams.