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User Guide - Accounting and Integrations
User Guide - Accounting and Integrations
Go further by connecting ServiceTrade to other software.
+8
58 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
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
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
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
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
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
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 yesterday
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