When a job is invoiced in SmartMoving and synced to QuickBooks, it becomes an Invoice in QuickBooks. The following details are included and mapped accordingly:
Invoice Field Mapping
SmartMoving Field | QuickBooks Field | Notes |
Invoice Date | Transaction Date | Determined by settings. See chart below. |
Customer Notes | Customer Memo | Free-text field passed through. |
Crew Notes | Private Note | Not visible to customers. |
Job Number | Doc Number | Prepended with βSMβ (for example: SM1234) unless QuickBooks numbering is enabled. |
Line Items & Payments | Mapped Fields | Follow your configured Accounting Settings. |
Services (Moving/Packing) | Description Field | Includes number of trucks and crew. |
How Invoice Date is Determined
Scenario | What Happens |
Use Opportunity Invoice Date = ON
| SmartMoving uses the Opportunity Invoice Date for QuickBooks sync. |
Use Opportunity Invoice Date = OFF
| SmartMoving uses the Primary Job Service Date. |
Default Invoice Date Settings (admin-settable)
| Can default to:
|
User manually edits date when sending
| The selected date is used and synced to QuickBooks if invoice has been sent. |
Invoice is resent | Date change will trigger a re-sync to QuickBooks (if already sent). |
Additional Info
Users will see the invoice date pre-filled when sending, based on default settings.
Any date changes are tracked in the system.
All times are localized to your company's time zone.
If "Use QuickBooks numbering for invoices" is turned on, SmartMoving defers to QuickBooks to generate the invoice number.
For more details on setting up QuickBooks integration, visit the QuickBooks Online Integration Information Collection.