User Guide - Accounting and Integrations

What Does ServiceTrade Integrate With?

Learn your options for connecting ServiceTrade to other systems.

Written by Aaron Shoemaker
Updated over a week ago

Configuring your Invoice Link Payment Settings

Configure the payment settings to match the needs of your business.

Written by Adam Gurley
Updated over a week ago

Using ServiceTrade's Recommended Sales Tax

Learn how the recommended sales tax on ServiceTrade pages is calculated

Written by Adam Gurley
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 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 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

Connecting QuickBooks Desktop to ServiceTrade

Setting up QuickBooks Web Connector.

Written by Aaron Shoemaker
Updated over a week ago

Exporting Items and Prices from QuickBooks

How to get your QuickBooks item list ready for import into ServiceTrade

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 Sync Settings and Data Mapping

Understand how data moves from ServiceTrade to QuickBooks.

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

Submitting a ServiceTrade Invoice to QuickBooks

Push your pro-forma invoices from ServiceTrade to QuickBooks.

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

Troubleshooting: Common QuickBooks Errors

Start here to see if your error is explained.

Written by Aaron Shoemaker
Updated over a week ago

Connecting Sage Intacct to your ServiceTrade Account

Get started with Intacct and ServiceTrade.

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

Troubleshooting Sage Intacct Syncing

Common issues are covered here.

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

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

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

Troubleshooting Netsuite

Common issues with Netsuite integrations.

Written by Aaron Shoemaker
Updated over a week ago

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

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

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

TomTom WebFLEET Chrome Extension

Written by Brian Smithwick
Updated over a week ago

Procore Integration - Initial Setup

Learn how to set up your ServiceTrade and Procore accounts for integration

Written by Brian Smithwick
Updated over a week ago

Procore Integration - Using the Integration on a Procore Project

Learn how to sync ServiceTrade clock events to your Procore project's timesheet

Written by Brian Smithwick
Updated over a week ago

Procore Integration - FAQs

Questions and Answers about ServiceTrade's Procore integration

Written by Brian Smithwick
Updated over a week ago