QuickBooks Integration Guide

This guide covers the MoveRight side of the QuickBooks Online integration — connecting, configuring mappings, and troubleshooting. For understanding what syncs and how to reconcile, see QuickBooks Sync and Reconciliation.

What this covers

The technical setup of the QuickBooks Online integration in MoveRight.

Who uses this

Owners — you set this up with your accountant or bookkeeper.

Before you start

• You have a QuickBooks Online account (not Desktop — QBO only)
• You have admin access to both MoveRight and QBO

Step 1: Connect QuickBooks

1. Go to Settings → Integrations → QuickBooks
2. Click Connect with QuickBooks
3. Log in to your QBO account
4. Authorize MoveRight to access your QBO data
5. You’re redirected back with a “Connected” status

Step 2: Configure account mapping

MoveRight needs to know which QBO accounts to use for each type of transaction. Go to Settings → Integrations → QuickBooks → Account Mapping.

MoveRight transaction	Maps to QBO account	Typical account
Moving revenue	Income account	”Moving Revenue”
Packing revenue	Income account	”Packing Revenue”
Storage revenue	Income account	”Storage Revenue”
Customer deposits	Liability account	”Customer Deposits”
Payments received	Bank or Undeposited Funds	”Undeposited Funds”
Sales tax	Tax account	”Sales Tax Payable”
Refunds	Same as original	Reverses original entry

If you’re not sure which accounts to use, ask your accountant. The mapping matters — wrong accounts mean messy books.

Step 3: Set sync preferences

Setting	Options	Recommended
Sync direction	MoveRight → QBO (one-way)	One-way (MoveRight is source of truth)
Sync timing	Real-time / Hourly / Daily	Real-time (default)
Sync opportunities	No	Only invoices, payments, and deposits sync
Sync deleted records	No	Deleted records in MoveRight don’t delete in QBO

Step 4: Run initial sync

After connecting and mapping:

1. Click Sync Now in the QuickBooks integration page
2. MoveRight pushes all existing invoices, payments, and deposits to QBO
3. Check your QBO dashboard — you should see the records appear

If anything looks wrong, fix the account mapping before processing more transactions.

Troubleshooting

Connection expired

Symptom: Sync status shows “Disconnected” or “Expired”

Fix: Go to Settings → QuickBooks → Reconnect. Log in to QBO again and reauthorize. Connections expire every 90 days for security.

Duplicate entries

Symptom: Same invoice appears twice in QBO

Fix: This happens if someone manually entered the transaction in QBO AND MoveRight synced it. Delete the manual QBO entry. Going forward, only enter transactions in MoveRight — let the sync handle QBO.

Missing transactions

Symptom: A payment in MoveRight isn’t showing in QBO

Fix:

1. Check the sync log: Settings → QuickBooks → Sync Log
2. If the sync shows “Error,” read the error message
3. Common errors: wrong account mapping, QBO API timeout
4. Fix the error and click Retry Sync

Tax amounts mismatch

Symptom: Tax in MoveRight doesn’t match QBO

Fix: Align your tax settings in both systems. MoveRight uses the tax rate configured in Settings → Pricing → Tax, and QBO uses its own tax engine. They should match. If they don’t, update the MoveRight tax rate to match QBO.

Disconnecting

If you need to disconnect:

1. Go to Settings → Integrations → QuickBooks
2. Click Disconnect
3. Existing synced transactions remain in QBO — they’re not deleted
4. New transactions in MoveRight will not sync to QBO

Common questions

Can I connect multiple MoveRight accounts to one QBO account? No. The integration is one-to-one. If you have multiple locations, each needs its own QBO account or you use classes/categories within QBO.

Should my bookkeeper have access to MoveRight? They don’t need MoveRight access. They work in QBO, and MoveRight pushes data there. However, giving them read-only MoveRight access can help them understand discrepancies.

What happens next

• Sync details: QuickBooks Sync and Reconciliation
• Payment setup: Stripe and Square Payment Setup
• Company settings: Company Settings Walkthrough