Overview

This guide outlines the process to follow if your team plans to collect ACH payments directly in QuickBooks instead of Supermove. The goal is to ensure your invoice syncs correctly to QuickBooks before payment is received, while still allowing you to finalize and close out the project in Supermove.

Important: Once the balance of an invoice in QuickBooks has been reduced to $0, the invoice cannot be synced again from Supermove

Recommended Workflow

1. Complete the Job in Supermove: Once the move has been completed, make any final edits needed to the bill on the project page

2. Manually Sync the Invoice to QuickBooks: Navigate to the Invoice tab of the completed project

• Click the three-dot menu ( … ) in the top right corner
• Select "Queue for QuickBooks Export"
• This will send the invoice details to QuickBooks for payment collection

Note: Avoid making further edits to the invoice or recording any payments in Supermove at this stage

3. Collect ACH Payment in QuickBooks: Once the invoice appears in QuickBooks, you can process the ACH payment directly from within QuickBooks. More info can be found here. 

4. Return to Supermove to Record the Payment: After payment is successfully collected in QuickBooks:

• Go back to the same project in Supermove
• In the Invoice tab, scroll to the Payments section
• Click "+ Record Payment" and enter the same amount paid in QuickBooks
• Choose the correct payment method (e.g., "QuickBooks ACH" or similar)
• Save the payment

5. Finalize the Project: Once the payment has been recorded in Supermove, you can go ahead and finalize the invoice and project. This final step ensures the project is fully closed and marked as complete in your system.

Additional Resources:

• How to Record a Payment

• Options to Export Invoices to QuickBooks

Note: If you have any questions or need assistance during this process, feel free to contact our Support Team at help@supermove.com