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

Steps to Turn Off: 

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

Connecting Supermove to QuickBooks Online

Before managing bill item mapping or syncing financial data, you'll first need to connect your Supermove account to QuickBooks Online. The connection process is quick and straightforward.

Video Walkthrough:

Steps to Connect:

1. Go to Company Settings in your Supermove account

2. Navigate to the Accounting tab

3. Scroll to QuickBooks Online and click Connect

4. A pop-up window will appear prompting you to log in to QuickBooks. Enter your credentials

5. Follow the prompts and click Connect

6. Once confirmed, the window will close and your accounts will be linked.

After connecting, you’ll be ready to configure your settings, map items, and begin syncing data between Supermove and QuickBooks.

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. 

Note: If you have any questions, please reach out to Supermove Support at help@supermove.com