MoveBoardSettings › Integrations › QuickBooks connects the branch you're working in to its QuickBooks Online company. What gets posted and how it books is in QuickBooks.
Only the company's admins change anything here; everyone else with Settings sees the state.
The page
Connection — Connect to QuickBooks (sign in at Intuit and pick the company), then the company's name, since when, and Disconnect (it asks Disconnect QuickBooks? first; Cancel changes nothing). With several branches, each one's state is listed; switch branch at the top to connect another.
Mapping — every kind of charge (labor, travel, flat rate, line haul, fuel, packing materials, services, fees, valuation, discounts, card fees, tips…) with its QuickBooks item and account, every way of paying with the account the money lands in, and the sales tax code. Use defaults fills whatever is empty (and makes it in QuickBooks when missing); Change the mapping picks from your own chart of accounts. Materials, services and fees take a category: MoveBoard makes one item per name under it.
Posting — Post to QuickBooks (the switch), When to post — At closing (recommended) or Right away — and the Start date: only orders closed on or after it are posted.
Sync log — how many orders are posted, have a problem, wait for their closing or are queued; each problem in plain words with Re-sync; Re-sync this order by number; Retry everything that failed; Post now.
Backfill — a date range, Check (nothing is posted), then Queue these orders.
The mapping, when to post, the switch and the start date change only when you press Save (the Cancel + Save bar shows while something changed). Switching on asks for a working connection, a finished mapping and a start date.
If something goes wrong
- QuickBooks isn't available yet — MoveBoard's QuickBooks connection is still being set up; nothing to do on your side.
- Finish the mapping first — press Use defaults, or pick the missing items and accounts.
- That sign-in link has expired — press Connect to QuickBooks again.