SmartMoving allows you to let QuickBooks generate official invoice numbers for opportunities. This ensures consistency between QuickBooks and your documents. This feature is ideal for businesses that rely on strict invoice numbering for accounting, compliance, or third-party audit requirements.
Enabling QuickBooks Numbering
Go to Settings > Integrations > Integration Library > QuickBooks (or click here to go directly to the page).
Toggle on Use QuickBooks numbering for invoices.
When this setting is enabled:
Users cannot send invoices from SmartMoving unless the invoice has first been synced to QuickBooks.
Once synced, SmartMoving will pull in the invoice number (DocNumber) generated by QuickBooks.
This ensures invoices sent from SmartMoving match QuickBooks records exactly.
💡 SmartTip: To ensure QuickBooks generates invoice numbers correctly, make sure the Custom transaction numbers toggle is turned off in your QuickBooks settings.
Go to Settings (gear icon) > Account and Settings > Sales > Sales form content and turn off Custom transaction numbers.
Using the InvoiceNumber Token in Templates
SmartMoving includes a special @InvoiceNumber token for use in invoice documents:
The token displays the actual invoice number assigned by QuickBooks.
This token can be added to new invoice templates.
⚠️ Existing invoice templates will not be updated automatically. You must create or edit templates to use this new token.
