Integrations
Connecting your Website, Lead Providers, QuickBooks and other integration documentation
By Lauren and 3 others4 authors80 articles
Integrating SmartMoving with Remedy Payments
Consumer Financing
E-Check Payments
Setting Up E-Check Payments
How to Take an E-Check Payment
Customer Authorization for E-Check Payments
Customer Portal Payer and One-Time Passcodes (OTP) for E-Check Payments
Saving E-Check Payment Methods
Deposits via E-Check Payments
Understanding E-Check Chargebacks
Viewing E-Check Chargebacks in SmartMoving
Setting Up E-Check Chargeback Detection
QuickBooks Sync for E-Check Chargebacks
QuickBooks Sync Errors for E-Check Payments
How Credit Card Processing Works in SmartMoving
How Gateway Payment Validation Works When Processing Payments
Connect to QuickBooks Online
Enabling Branch Mapping in QuickBooks
Sync QuickBooks Classes
QuickBooks Sync Timing and Triggers in SmartMoving
QuickBooks customer naming
QuickBooks customer matching logic
QuickBooks customer information updates
Sync Payments
Resolve QuickBooks Sync errors
Manually sync/resync storage transactions
QuickBooks Invoice Creation and Updates
Syncing SmartMoving Transactions to QuickBooks
Set Up QuickBooks Sync for Storage
Storage transaction types that are synchronized to QuickBooks
Connect Multiple QuickBooks Accounts to SmartMoving
Mapping Invoice Line Items by Opportunity Type
Using the Opportunity Invoice Date Toggle
Invoice Number Generation via QuickBooks
Searching by QuickBooks Invoice Number