Skip to main content
ElromcoMoveBoard

Settings

QuickBooks

Where QuickBooks keys and the posting choice are kept — and what the connection does today.

  • 1 min read
  • Checked against MoveBoard
  • For owners & admins
On this page

Settings › Integrations › QuickBooks keeps your QuickBooks keys and when payments should be posted.

What it does today

The page

QuickBooks keys — Please input your Quickbooks Client ID and Client Secret, then save your changes before proceeding with connection.

  • Client ID and Client Secret. A saved key shows as dots and is never shown again.
  • Connect stays greyed until the sign-in is available.

Behavior — When payments are posted to QuickBooks:

  • Automatically post payments to quickbooks when job is closed, or
  • Automatically post payments to quickbooks when payment is made.

Anyone who can open Settings can change it. Press Save.

If something goes wrong

That could not be saved — check the keys and try again.

Still stuck? A person will help.

Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.