As an office user, your role includes wrapping up jobs accurately and efficiently. This means finalizing bills, collecting payments, ensuring documentation is complete, and closing out projects. Supermove provides tools and reports to help you stay organized, track performance, and maintain accurate records—both inside the platform and in QuickBooks.

Wrap-Up Responsibilities

Before closing out a job, make sure these key areas are complete:

• Billing Accuracy: Confirm all charges, fees, and discounts are correct.

• Invoices & Receipts: Send finalized invoices or receipts to customers.

• Documentation: Ensure all necessary paperwork, including signed confirmation letters, is on file.

• Payments: Collect outstanding balances and mark invoices as paid.

• QuickBooks Export: Make sure invoices are synced to keep accounting records up to date.

• Job Closure: Finalize the job and mark it as complete in Supermove.

Tip: A clean wrap-up process prevents disputes, ensures compliance, and gives leadership accurate data for financial tracking.

📌 See module: Billing in the Office App

QuickBooks Integration

Supermove integrates with both QuickBooks Online and QuickBooks Desktop, making it easy to sync invoices, payments, and customer data. Here’s what new users need to know:

Exporting Invoices

• Move Invoices: Export directly from the Invoice tab on a project. Click the three dots and select Queue for QuickBooks Exports.

• Storage Invoices: Export from the storage project page using the same three-dot menu.

Tip: Re-exporting a previously exported invoice will overwrite the prior entry, ensuring QuickBooks reflects the latest billing and payment information.

Automatic Exports

• You can set up invoices to auto-export by project type. Changes to bills or new payments trigger automatic updates in QuickBooks.

• This ensures your accounting records are always current without manually checking each invoice.

QuickBooks Customer Mapping

• Supermove allows you to link each client to a corresponding QuickBooks customer.

• For personalized integrations, bill items can be mapped to specific QuickBooks products or services, including by crew position if needed.

• If a client mapping isn’t set, the system will use email, phone, and client name to identify the correct QuickBooks customer.

Troubleshooting QuickBooks Integration

• QuickBooks Online: Ensure Custom Transaction Numbers are OFF. Check connection status in Company Settings > Accounting.

• QuickBooks Desktop: Ensure the software and Connector app are running. If integration shows offline, reopen QuickBooks and the Connector app.

🎥 Training Video:

📌 Learn More:

• QuickBooks Integration Overview (Desktop & Online)
• QuickBooks Settings & Mapping
• Options to Export Invoices to Quickbooks

Reports Overview

Supermove provides a set of key reports to help you track performance and make informed decisions.

Top Reports for Office Users:

• Crew Hours: Track the hours movers work during a pay period—critical for payroll and labor cost analysis.

• Moves Invoices: Monitor invoice activity and status across projects to track payments and unpaid balances.

• Moves Revenue: Analyze revenue trends by job to support forecasting and performance evaluation.

• Payments: Review payment transactions to ensure collections are accurate and complete.

• Sales Performance: Measure your sales team’s activity and outcomes for coaching and goal tracking.

💡 Tip for Office Users: Start with the reports most relevant to your role, but reviewing them together provides a full picture of company performance. Explore all reports in the Reports Library to learn more.

📹 Insert GIF: Review Reports

Next Steps & Practice Challenge

Next Step

• Open a completed project in your account.

• Review the Invoice tab and verify billing, payments, and documentation.

• Queue the invoice for QuickBooks export.

• Explore one of the key reports (Crew Hours, Moves Revenue, or Payments).

Practice Challenge

• Pick a project with a finalized job.

• Check that all bill items, payments, and customer details are accurate.

• Queue the invoice for QuickBooks export.

• Run a report to confirm the project’s revenue and payment status.