Exporting Invoices to Quickbooks

Overview

You can maintain and keep invoice information updated within your Quickbooks account by using your Supermove accounting integration. To understand the process, please review this page in-full.

Exporting Move Invoices

You can export an invoice at the end of the job via the Invoice tab on the project page. Simply click on the three dots on the top right and you will see the option to "Queue for QuickBooks Exports".

Exporting Storage Invoices

Storage invoices can be exported from the storage project page. Next to the invoice, click the three dots and click on the option to "Queue for QuickBooks Exports".

Important Notes

1. When exporting to QuickBooks, the invoice will export the latest changes to the bills along with any payments that have been recorded
2. Re-exporting a previously exported invoice will overwrite the previous invoice entry; this ensures the invoice recorded is up to date with the latest information from Supermove

Automatically Export Invoices

In some cases, you may want invoices automatically exported to your accounting platform so you don’t have to manually check and export any time an update is made to an invoice. You will also have the option to auto-export per project type. 

Automatic invoice export will re-export the invoice whenever a change is made to the bill, or if a payment has been recorded. This ensures the invoice record in your accounting platform has the most up-to-date record as reflected in Supermove.

Accounting Integration Setup

Ensure that your accounting platform has been setup under the new Accounting Integrations section

1. Navigate to Settings > Company Settings > Configure > General
2. Under “Default Accounting Items For Exports” click to add an account and follow the prompts
3. Note for existing Quickbooks Users: For anyone who has an existing “Quickbooks” integration setup, make sure this is disabled/removed and added under the “Accounting Integrations” section
   
   

Batch Exports 

Batch Cancelled

When a batch of invoices needs to be stopped, you “Cancel Batch” and it will stop the export wherever it is currently at. After a batch has been cancelled, you can re-queue the failed and skipped invoices without having to find them all over again.

Batch In Progress

When a batch is in progress, we now have an option to cancel the batch. This action will stop all exports and mark the remaining exports as failed.

Requeue Batch

After the batch has been cancelled, there is a new option for “Re-queue failed invoices”. This option will add all failed invoices into the next batch to be exported. This should be a quick way to re-queue all the failed invoices from a previous batch.

If you have any questions please reach out to Supermove Support at [e-mail]