How to Run ServiceTitan and Quickbooks like a Pro

June 4th 2020

Guest speakers
Kathy Nielsen


Operations Excellence, LLC

What you will learn:
  • The pros and cons of having a self-taught bookkeeper in your office and how to mitigate any risk

  • What trends owners should look for in their books

  • The difference between Quickbooks and ServiceTitan: who should have access, be able to make adjustments, and how they should work together

  • Common pitfalls: how to reduce manual entries and properly track AR, liabilities, and payables

Whether you’re a long-term ServiceTitan customer, just getting started, or not yet a customer, Kathy Nielsen has some crucial Quickbooks tips for you.

During this webinar, she’ll explain how ServiceTitan and Quickbooks work together and how you should set them up. We’ll also discuss general accounting best practices to keep your general ledger in order, and your CPA happy!

*Please note: We will not be showing off features directly in ServiceTitan, but will show screenshots and link to relevant helps articles.

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