MoveBoard keeps your jobs, payments, invoices and payroll — and posts them to QuickBooks Online for you.
QuickBooks Online
Connect each branch in Settings › Integrations › QuickBooks. Every closed order then goes to QuickBooks as an invoice on its own job, line by line, with its deposits and payments applied, refunds, and your tax to the cent. How it books (tips to Tips Payable, discounts as Discounts Given, card money through a clearing account): QuickBooks.
Coming next: storage tenants' monthly invoices and payments, long-distance details (storage in transit, accessorials, partner bills), claim payouts, sending invoices from QuickBooks, Canadian tax codes, and a MoveBoard-vs-QuickBooks reconciliation report.
Other accounting software
Your bookkeeper can work from MoveBoard's reports:
- Payments Collected, Revenue Overview, Payments & Outstanding Balances, Refunds & Voids, Taxes and Credit Card Fees — see Revenue & money reports.
- Payroll by Employee and Payroll by Pay Period — see Payroll reports.
Each has a CSV download for anyone with Can Export reports. See Export a report.