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 this week

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 yesterday

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 yesterday

Procore Integration - FAQs

Questions and Answers about ServiceTrade's Procore integration

Written by Brian Smithwick
Updated yesterday