You can synchronize a SmartMoving opportunity and its payments and refunds to your QuickBooks account.
Once an opportunity or payment is synced, SmartMoving will attempt to locate a customer in your QuickBooks account that has the same name and email address as the SmartMoving customer. Otherwise, a new record will be created in QuickBooks.
Synchronizing a Deposit Payment
Navigate to the estimate tab on an opportunity.
First, locate the Payments panel.
Next, click the three-dot menu icon next to the payment you wish to sync and select
Resync if the payment has been previously synced; OR
Sync if the payment has never been synced
The sync may take a few minutes. Once the sync is complete, the QuickBooks icon will become green. Selecting the icon will show you when the payment was synced to QuickBooks.
To view the transaction in QuickBooks (if your account has the appropriate level of permissions), click the three-dot menu icon once more and select View in QuickBooks.
Note: When you accept a deposit, an invoice is not synced. Only the payment is synced. However, once you accept the final payment for a job and close it out, an invoice will then be synced.
Synchronizing an Invoice
Navigate to the Accounting tab on the opportunity and select a completed job that needs to be billed to the customer.
First, to sync an invoice to QuickBooks with any payments that have been taken, you can either
manually sync the invoice by clicking Sync or Resync
automatically sync the invoice by clicking Close Out Job and completing the close-out
To view the synced invoice in QuickBooks, click View in QuickBooks.
Synchronizing a Refund
Refunds are automatically synchronized whenever the corresponding payment is synchronized. Refunds are synchronized to QuickBooks as an AR expense.
To view a refund in QuickBooks from an estimate, first locate the payment from the Payments panel.
Then, once the refunded payment is synced with QuickBooks, you can click View in QuickBooks on the payment to see the transaction. The payment will appear with the refund listed as an expense. You can click the expense to see additional details.
