MoveRight connects to QuickBooks Online so your invoices, payments, and deposits sync automatically. No double-entry. No manual transfers. This guide covers how the sync works, what transfers, and how to handle discrepancies.
What this does
MoveRight pushes financial data to QuickBooks Online so your accounting stays up to date without manual effort.
Who uses this
Owners — you reconcile the books. Bookkeepers / accountants — you may review the sync output.
Before you start
- Your QuickBooks Online account is set up and connected to MoveRight
- You’ve reviewed: Sending and Signing Invoices and Recording Payments
What syncs to QuickBooks
| MoveRight action | QuickBooks result |
|---|---|
| Invoice created | Sales receipt or invoice created in QBO |
| Payment recorded | Payment received in QBO, matched to invoice |
| Deposit recorded | Deposit recorded in QBO |
| Credit memo issued | Credit memo created in QBO |
| Refund processed | Refund recorded in QBO |
What does NOT sync
- Opportunities — a lead or unsigned estimate doesn’t sync. Only signed/finalized financial documents sync.
- Crew pay — crew wages and labor costs are tracked separately in MoveRight. They don’t push to QBO (your payroll system handles that).
- Expense tracking — MoveRight doesn’t track your expenses (truck repairs, marketing spend, etc.). That stays in QBO.
- Tax calculations — QBO handles tax calculations based on the synced data. MoveRight passes the pre-tax amounts.
How the sync works
Automatic sync
MoveRight syncs with QuickBooks in near real-time. When you record a payment in MoveRight, it appears in QuickBooks within a few minutes.
You can check sync status in MoveRight: Settings → Integrations → QuickBooks → Sync Log
Mapping
MoveRight maps data to your QuickBooks accounts:
| MoveRight item | QuickBooks account |
|---|---|
| Moving revenue | Income account (configurable) |
| Deposits | Customer Deposits (liability account) |
| Payments | Undeposited Funds or bank account |
| Sales tax | Sales Tax Payable |
You configure these mappings during the initial setup. If you’re not sure which accounts to use, ask your accountant.
Reconciliation checklist
Do this weekly (or daily if you’re processing high volume):
-
Open QuickBooks and go to Banking → Reconcile
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Compare your MoveRight payment reports with your QBO bank deposits
-
Check for:
- Unmatched payments — a payment recorded in MoveRight but not showing in QBO. Usually a sync delay. Wait 10 minutes, then check again. If it’s still missing, manually sync in MoveRight: Settings → QuickBooks → Sync Now.
- Duplicate entries — if someone recorded a payment in both MoveRight and QBO manually, you’ll see duplicates. Delete the manual QBO entry; MoveRight’s sync is the source of truth.
- Missing deposits — a deposit was collected but not showing. Check if the deposit was recorded as a payment vs. a deposit in MoveRight (they map to different QBO accounts).
-
Resolve discrepancies before moving on. A small unreconciled amount compounds over time.
Common sync issues
| Issue | Cause | Fix |
|---|---|---|
| Payment not syncing | Connection expired | Go to Settings → QuickBooks → Reconnect |
| Wrong account mapping | Set up incorrectly | Update mappings in Settings → QuickBooks → Account Mapping |
| Duplicate invoice | Manual entry + sync | Delete the manual QBO entry |
| Tax amount mismatch | Different tax rates in MR vs QBO | Align tax rates across both systems |
Common questions
How often should I reconcile? Weekly for most companies. Daily if you process 10+ payments per day. Monthly is not enough — small errors become big headaches.
What if I need to edit a synced invoice? Edit it in MoveRight first, then sync. Don’t edit directly in QuickBooks — the next sync from MoveRight will overwrite your QBO changes.
Can I use QuickBooks Desktop? MoveRight integrates with QuickBooks Online only, not Desktop. If you’re on Desktop, you’ll need to manually export/import or consider migrating to QBO.
What happens next
- Payment setup: Stripe and Square Payment Setup
- Invoice workflow: Sending and Signing Invoices
- Full integration guide: QuickBooks Integration Guide