What good looks like
A documented QuickBooks Online or Xero connection with complete mappings, monitored sync, and an owned exception process.
Have these details ready
- Administrator and accounting-provider access
- Approved chart of accounts, tax, terms, and item/customer strategy
- A test customer, item, invoice, and payment
Run the workflow
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Choose the provider
Select the company-approved QuickBooks Online or Xero connection. Confirm that the provider remains the financial system of record.
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Connect and activate
Complete provider authorization. Confirm the company or tenant and authorization scope before proceeding.
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Complete mappings
Map accounts, taxes, payment terms/methods, catalog items, dimensions, inventory, and other required records. Work the readiness and remediation panels.
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Run controlled tests
Use low-risk test records to validate customer/item, invoice, payment, credit/refund, and posting behavior. Check both systems rather than relying on a success toast.
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Review logs and reconciliation
Inspect sync logs, postings, status, and reconciliation. Resolve duplicates and mapping errors through supported actions.
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Set operating ownership
Document who handles failures, new mappings, close tasks, provider changes, and daily/weekly monitoring.
Check your work
Do not call the workflow complete until these statements are true.
- Accounting mode and entity are correct
- Required mappings show ready
- Test invoice/payment reach expected accounts without duplication
If something does not look right
A provider record will not sync
Read the readiness or sync error, correct the source/mapping, then retry the same record once.
A duplicate appears in accounting
Stop automated retries, identify the shared external reference, and resolve through remediation/reconciliation before continuing.