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ServiceTitan + QuickBooks AR Reconciliation & SOP Creation
We’re looking for an expert who can help us: • Reconcile and clean up any AR discrepancies for 2024, including identifying and correcting improper credits. • Ensure that our collections are being properly recorded and reflected in both AR and revenue across ServiceTitan and QuickBooks. • Review our current batching process between the two systems to make sure it’s being done correctly and is not causing reporting issues, particularly when it comes to technician commissions and payroll accuracy. • Go back through 2023 and 2022 to reconcile historical AR and ensure all open balances are correct. In addition, we would like your help in creating a clear and repeatable SOP and checklist that outlines: • How to properly collect and record payments. • How to run month-end reports and reconcile AR aging between ServiceTitan and QuickBooks. • How to properly batch from ServiceTitan to QuickBooks. • How and when to write off AR that is deemed uncollectible. Please let me know if this is something you specialize in, or if you’d like to schedule a time to discuss this further. We’re looking to get started as soon as possible to ensure our financials are clean and accurate moving forward.