Description
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:
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