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User Guide - Accounting and Integrations
User Guide - Accounting and Integrations
Go further by connecting ServiceTrade to other software.
+8
56 articles in this collection
Written by
Shawn Mims,
Brian Smithwick,
James Jordan
and 8 others
General Resources
What Does ServiceTrade Integrate With?
Learn your options for connecting ServiceTrade to other systems.
Written by
Aaron Shoemaker
Updated over a week ago
BuildingReports Integration to ServiceTrade
A walkthrough for adding BuildingReports discrepancies.
Written by
Adam Gurley
Updated over a week ago
ServiceTrade Extensions
Chrome Extensions that add functionality.
Written by
Aaron Shoemaker
Updated over a week ago
Technical Guide to Invoicing Integrations
Written by
Brian Smithwick
Updated over a week ago
Job Costing with ServiceTrade and Your Accounting System
Accounting considerations for job costing.
Written by
Shawn Mims
Updated over a week ago
Troubleshooting Invoice Stuck in "Pending Accounting"
How to resolve stuck invoices for Intacct and Quickbooks users.
Written by
Aaron Shoemaker
Updated over a week ago
Service Portal
Service Portal v2 - Release Notes
The most recent changelog for the Service Portal Wordpress plugin
Written by
James Jordan
Updated over a week ago
Service Portal v2 - Installation Guide
Your single resource on installing and troubleshooting Service Portal 2.0.
Written by
Brian Smithwick
Updated over a week ago
Service Portal v2 - User Guide for Admins
How to manage your portal (after it is installed).
Written by
Aaron Shoemaker
Updated over a week ago
Service Portal v2 - Troubleshooting
Post-install troubleshooting and solutions for common errors.
Written by
Brian Smithwick
Updated over a week ago
Migrating from Service Portal v1 to v2
How to upgrade from the old Service Portal to the new and improved version.
Written by
Brian Smithwick
Updated over a week ago
Enabling Automated Updates for Service Portal v2.0.0 and v2.0.1
Configure your portal to auto-update.
Written by
Brian Smithwick
Updated over a week ago
How to Access the Service Portal as a Customer
This article highlights the options available to you via the Service Portal
Written by
Patrick O'Neill
Updated over a week ago
Service Reviews
Service Reviews Setup, Resources, and Troubleshooting
Setup and manage the Service Reviews system.
Written by
Aaron Shoemaker
Updated over a week ago
Requesting Service Reviews from Customers
Use Work Acknowledgement and Service Link to easily request Service Reviews.
Written by
Aaron Shoemaker
Updated over a week ago
QuickBooks
Exporting Items and Prices from QuickBooks
Written by
Aaron Shoemaker
Updated over a week ago
Connecting QuickBooks Online to ServiceTrade
How to connect ServiceTrade to QuickBooks Online.
Written by
Aaron Shoemaker
Updated over a week ago
QuickBooks Integrations Demos
See how ServiceTrade Integrates with QuickBooks Desktop and QuickBooks Online.
Written by
Aaron Shoemaker
Updated over a week ago
Supported versions of QuickBooks
Learn which versions of Quickbooks will work with ServiceTrade.
Written by
Aaron Shoemaker
Updated over a week ago
Exporting Customers from QuickBooks
How to get customers out of QuickBooks for import into ServiceTrade.
Written by
James Jordan
Updated over a week ago
Creating a Custom Contacts Export from QuickBooks Desktop
How to export all of your relevant Ship-Tos from QuickBooks
Written by
Dax Beaton
Updated over a week ago
QuickBooks Sync Settings and Data Mapping
Understand how data moves from ServiceTrade to QuickBooks.
Written by
Aaron Shoemaker
Updated over a week ago
Submitting a ServiceTrade Invoice to QuickBooks
Push your pro-forma invoices from ServiceTrade to QuickBooks.
Written by
Aaron Shoemaker
Updated over a week ago
Connecting QuickBooks Desktop to ServiceTrade
Setting up QuickBooks Web Connector.
Written by
Aaron Shoemaker
Updated over a week ago
Customizing your QuickBooks Invoice numbers when Moving to the Web Connector
How to get the invoice numbers that you want.
Written by
Aaron Shoemaker
Updated over a week ago
Setting up Sales Tax Codes for Non-US Users of QuickBooks
Considerations when setting up ServiceTrade and QuickBooks interenationally.
Written by
Aaron Shoemaker
Updated over a week ago
Using QuickBooks for Job Costing
Understanding how job costing works in QuickBooks.
Written by
Aaron Shoemaker
Updated over a week ago
Using QuickBooks Invoice Templates with ServiceTrade
Adjust the invoice template in QuickBooks after submitting from ServiceTrade.
Written by
Aaron Shoemaker
Updated over a week ago
Disconnecting QuickBooks Desktop from ServiceTrade
How to disconnect a QuickBooks Desktop Web Connector from ServiceTrade.
Written by
Dylan Higgins
Updated over a week ago
Receiving Status Code 3120 in QuickBooks
How to resolve error code which included 3120 in QuickBooks
Written by
Sean Durham
Updated over a week ago
Troubleshooting: Common QuickBooks Errors
Start here to see if your error is explained.
Written by
Aaron Shoemaker
Updated over a week ago
Sage Intacct
Connecting Sage Intacct to your ServiceTrade Account
Get started with Intacct and ServiceTrade.
Written by
Aaron Shoemaker
Updated over a week ago
Troubleshooting Sage Intacct Syncing
Common issues are covered here.
Written by
Aaron Shoemaker
Updated over a week ago
Sage Intacct Sync Settings and Mappings
Understand how data moves between ServiceTrade and Intacct.
Written by
Aaron Shoemaker
Updated over a week ago
Case Study: Ressac Implements Sage Intacct with ServiceTrade Integration
Ressac saves time, money, and effort operationally so they can focus on more strategic long-term goals.
Written by
Shelley Bainter
Updated over a week ago
Dexter + Chaney Spectrum
Connecting Dexter + Chaney Spectrum to your ServiceTrade Account
Get started with Dexter + Chaney Spectrum and ServiceTrade.
Written by
Brian Smithwick
Updated over a week ago
Dexter + Chaney Spectrum Settings and Mappings
Understand how data moves between ServiceTrade and Spectrum.
Written by
Brian Smithwick
Updated over a week ago
Dexter + Chaney Spectrum Troubleshooting
Common issues are covered here.
Written by
Brian Smithwick
Updated over a week ago
Sending Jobs to Dexter + Chaney Spectrum
Written by
Brian Smithwick
Updated over a week ago
Zapier
Getting Started with Zapier
Build your own integrations.
Written by
James Jordan
Updated over a week ago
Currently Available Zapier Triggers, Searches, and Actions
Explore what Zapier can do.
Written by
James Jordan
Updated over a week ago
Zapier Integration Library
ServiceTrade Support can build and maintain small integrations for you.
Written by
James Jordan
Updated over a week ago
Netsuite
Troubleshooting Netsuite
Common issues with Netsuite integrations.
Written by
Aaron Shoemaker
Updated over a week ago
Data Warehouse and Amazon QuickSight (Reporting/BI)
Getting Started with Amazon QuickSight
Written by
Brian Smithwick
Updated over a week ago
Amazon QuickSight Sample Visualizations
Discover some of the ways Amazon QuickSight can help you see more your business
Written by
David Varnedoe
Updated over a week ago
ServiceTrade Data Warehouse Dataset Reference
Your guide to all the data fields in the ServiceTrade Data Warehouse
Written by
Brian Smithwick
Updated over a week ago
Amazon QuickSight Calculated Field Examples
Written by
Brian Smithwick
Updated over a week ago
ComputerEase
Using the Accounting Connector to Import ComputerEase Payroll
Written by
Sean Durham
Updated over a week ago
Configuring the Accounting Connector for ComputerEase
Written by
Aaron Shoemaker
Updated over a week ago
ComputerEase and ServiceTrade Accounting Connector
See how to move data from ServiceTrade into ComputerEase.
Written by
Shelley Bainter
Updated over a week ago
Installing the Accounting Connector for ComputerEase
Written by
Brian Smithwick
Updated over a week ago
Using the Accounting Connector to Import ComputerEase AR Invoices
Written by
Brian Smithwick
Updated over a week ago
Troubleshooting the Accounting Connector for ComputerEase
Written by
Brian Smithwick
Updated over a week ago
Accounting Connector
Getting Started with the ServiceTrade Accounting Connector
Written by
Brian Smithwick
Updated over a week ago
Configuring Integration Recipes with the ServiceTrade Accounting Connector
Written by
Brian Smithwick
Updated over a week ago
Chrome Extensions
TomTom WebFLEET Chrome Extension
Written by
Brian Smithwick
Updated over a week ago