ServiceTitan + Ply + QuickBooks Data Flow
ServiceTitan
+
Ply
+
QuickBooks
Legend
→To Ply
←From Ply
↔Both Ways
✗No Sync
How It Works
ServiceTitan ↔ Ply
Jobs Scheduled
Jobs sync on your configured schedule. Full status, assignments, materials, and notes included.
Materials + Images Scheduled
Products AND images sync bidirectionally. ST is the only FSM with full image support.
Invoices Scheduled
Invoice line items, quantities, prices, and status sync both ways.
Purchase Orders Scheduled
Full PO lifecycle from draft to closed. Vendor data syncs alongside orders.
Ply ↔ QuickBooks Online
Materials Real-time
Products sync bidirectionally via webhook. Create in either system and changes reflect instantly.
Purchase Orders Real-time
Full PO lifecycle syncs both ways. Draft, open, receive, and close—all reflected in QBO.
Vendors Real-time
Ply vendors auto-create in QBO when referenced on POs.
GL Accounts Setup
Chart of accounts pulls from QBO. Required during initial setup.
ServiceTitan
Ply
Jobs
↔
Jobs
Materials + Images
↔
Materials + Images
Invoices
↔
Invoices
Purchase Orders
↔
Purchase Orders
Vendors/Suppliers
↔
Vendors
Technicians
→
Users
Equipment
→
Equipment
GL Accounts
→
GL Mapping
Business Units
→
Locations
Ply
QuickBooks
Materials
↔
Items
Purchase Orders
↔
Purchase Orders
Vendors
→
Vendors
Customers
→
Customers
Inventory Adjustments
→
Inventory Adj.
GL Mapping
←
GL Accounts
Item Images
←
Attachables
✗ Does Not Sync to QBO
Jobs
Employees
End-to-End Flow: Enterprise Field to Finance
Job in ST
↔
Bidir to Ply
↔
Invoice Materials
→
PO Created
↔
PO to QBO
→
Bill Matched
Sync Settings
ST Sync
Scheduled
Click for details
QBO Sync
Real-time
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GL Mapping
Required
Click for details
QBO Rate Limit
40/60s
Click for details
Bidir Jobs
On
Click for details
Multi-Tenant
Supported
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PO Lifecycle
Full Sync
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Vendor Auto-Create
Enabled
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Click any row for details