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What if your QuickBooks and ServiceTitan accounts finally matched down to the penny? At Pantheon 2025, we sat down with Jessica Woodruff Smith, co-owner of Boxed for the Trades, to break down Touchless Accounting, a core ServiceTitan feature that eliminates the headaches of batch posting and manual exports. Jessica explains how Touchless Accounting works, why it syncs your numbers every two minutes, and what steps you need to take before flipping the switch.
Join us as we discuss:
[1:35] What is touchless accounting integration in ServiceTitan?
[5:41] How to set up touchless accounting the right way
[9:21] QuickBooks limits and why touchless prevents “sizing out”
Check out these resources we mentioned during the podcast:
Streamline Your Accounting Workflow with the New Touchless Integration
You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.
Know a business that could use a bit of muscle from ServiceTitan? Refer them here!
Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
5
55 ratings
What if your QuickBooks and ServiceTitan accounts finally matched down to the penny? At Pantheon 2025, we sat down with Jessica Woodruff Smith, co-owner of Boxed for the Trades, to break down Touchless Accounting, a core ServiceTitan feature that eliminates the headaches of batch posting and manual exports. Jessica explains how Touchless Accounting works, why it syncs your numbers every two minutes, and what steps you need to take before flipping the switch.
Join us as we discuss:
[1:35] What is touchless accounting integration in ServiceTitan?
[5:41] How to set up touchless accounting the right way
[9:21] QuickBooks limits and why touchless prevents “sizing out”
Check out these resources we mentioned during the podcast:
Streamline Your Accounting Workflow with the New Touchless Integration
You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.
Know a business that could use a bit of muscle from ServiceTitan? Refer them here!
Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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