Boxed For The Trades
Boxed For The Trades
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    • About Us
    • Our Team
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  • DIY
  • Contact

WHY YOU SHOULD CONNECT YOUR SERVICETITAN WITH QUICKBOOKS?

Here's our WHY for the touchless accounting integration.... there's no more exporting!


  • You can update and change invoices and payments right up until you close the period in ServiceTitan- and you can even set the periods to close automatically on a certain day of the month! Plus, you can REOPEN periods in ServiceTitan as needed.
  • You almost never need those silly adjustment invoices ever again. What happens is that everything gets pushed AUTOMATICALLY from ServiceTitan to Quickbooks Online as a journal entry, populating your P&L and allowing you to match your bank transactions to these journal entries. 
  • Need to change an invoice in ServiceTitan? The journal entry automatically updates in Quickbooks in near-real time!

ServiceTitan has designed this to be self-service DIY, but we've found some companies would prefer to have outside help on the process, which is why we've founded Boxed for the Trades. If you take a look at the DIY page and feel like you got this, take it and run!! If you take a look and decide you'd like some additional help, reach out to us, we're here to help!

FINANCIAL ACCURACY

  • Ensure every dollar of revenue completed in ServiceTitan shows up in your QuickBooks Online (in the right place!)
  • Your financial records will sync in realtime from your favorite CRM to your Accounting Software, completely auto-magically!

EFFICIENT WORKFLOWS

  • Speed up & have confidence in your job costing.
  • Find timesheet inaccuracies easily
  • Eliminate Export Errors
  • Automate repetitive tasks to save staff time and eliminate manual errors.

DATA VISIBILITY

  • Get crystal-clear insights into your finances with accurate reporting from within your Accounting Software.
  • See real-time updates on your financial status in Quickbooks Online for better decision-making.

SYSTEM ASSURANCE

  •  Make sure your team is following the ideal ServiceTitan workflows every time. Adding POs, materials & equipment to jobs, clocking in and out of jobs, marking jobs complete & marking jobs paid.
  • Ensure that you're always compliant with accounting standards and regulations.

COST SAVINGS

 Cut down on unnecessary admin & accounting expenses by optimizing your financial processes.

  • Save money through automation and efficiency gains.

SCALABILITY PREPARATION

  •  Lay a solid foundation for future growth and expansion.
  • Know every job is priced right every time
  • See your gross profitability easily by job
  • Ensure that your financial systems can grow with your business seamlessly.

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Boxed For The Trades

(860) 653-2492

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