QuickBooks Desktop Integration

Overview

As a Supermove Pro-User, you have the ability to take information from Supermove and seamlessly export it directly into a Quickbooks Desktop account for bookkeeping and financial purposes. 

Note: Please ensure Custom Transaction Numbers in Settings is turned off, before activating this integration

1. Login to Quickbooks and click the Gear Icon 
2. Select Account & Settings > Sales
3. Click the small pencil icon next to Sales Form Content 
4. Turn OFF Custom Transaction Numbers and Save

Setting-up Quickbooks Desktop Integration

The Quickbooks Desktop integration is ideal for users who have specific company financial practices to maintain, a preferred set of Products/Services in Quickbooks, a comprehensive Chart of Accounts in Quickbooks, and whose core objective with the integration is to have Supermove seamlessly flow into a company's existing financial processes and procedures. Please note, you would need to take additional steps to configure a personalized integration. 

Step 1:

To proceed with this, please visit your Supermove office app and navigate to the following screens:

1. Click Settings
2. Click View/Edit Company Settings
3. Click Accounting
4. Click Connect to Quickbooks
5. You'll then be taken to a Quickbooks log-in screen to complete the initial connection, be sure to select QuickBooks Desktop
6. Connect with QuickBooks Desktop
7. You will be prompted to download and install the Connector, please select Download QBD connector and ensure you do not have pop-up blockers turned on

Important Note: Please follow these Install the QuickBooks Desktop connector steps. Once completed, you will be brought back to Supermove. 

Step 2: 

To proceed with the mapping between Supermove bill items and QuickBooks, please visit your Supermove office app and navigate to the following screens:

1. Click Settings
2. Click View/Edit Billing
3. Click Billing Library

The following steps apply to each bill item listed. Just click on the pencil icon to Edit. A pop-up window will open on the right. Locate the Accounting Item and select the QuickBooks item from the list. For step-by-step instructions, view QuickBooks Item Mapping

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