Quickbooks Online Integration

Overview

As a Supermove Pro-User, you have the ability to take information from Supermove and seamlessly export it directly into a Quickbooks Online account for bookkeeping and financial purposes. There are two options for setting-up a Quickbooks integration: a Basic version and a Personalized version. Please read further to determine your preferred set-up. 

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

1. Login to Quickbooks Online 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 a Personalized Quickbooks Integration

The Personalized Quickbooks 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. 

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 Accountings

4. Click Connect to Quickbooks

5. You'll then be taken to a Quickbooks log-in screen to complete the initial connection

6. The next step is to map your items and clients. To do so, follow the steps provided in QuickBooks Item Mapping and QuickBooks Client Mapping

Exporting Job Data Using a Personalized Quickbooks Integration

Once Quickbooks is connected with your Supermove, you can begin to sync job information. To do so, please use the following steps:

1. On the Supermove Office App, go to the Project Page of a completed move
2. On the Invoice tab, click the three dots on the top right and you will see the option to Queue for QuickBooks Export
   
   
3. A green banner will pop up at the bottom of the Project page saying "Invoice SM-1111 has been queued for export. It will be exported in the next batch". 
4. Upon logging into Quickbooks, you'll find that the invoice will look like this:
   

Note: Unlike a Basic integration, this Personalize integration now maps each individual bill item to a specific Income Account in your Quickbooks. For example, the Travel Time fee and Carton fee are now labeled as going towards the Labor and Supplies income account, respectively, in Quickbooks. 

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