What handoff uses
- Inventory movements from receive, consume, produce, ship, adjust, transfer, correct, return, or scrap events.
- Lot costs captured during Receiving or Production.
- Sales order and shipment context from Orders.
- Production run cost and yield summaries.
- Customer, supplier, and item mappings.
- Sync runs and sync issues.
Setup order
- Run receiving, inventory, recipe, production, and order workflows cleanly first.
- Connect QuickBooks only after operational records are consistent.
- Map local customers to QuickBooks customers.
- Map local vendors and suppliers to QuickBooks vendors.
- Map local items to QuickBooks items or accounts according to the accounting workflow.
- Review sync issues before treating a period as ready for close.
Operating guidance
- Do not use QuickBooks as the plant-floor inventory ledger.
- Do not sync dirty operational records just to satisfy bookkeeping timing.
- Resolve mapping issues before sending summaries downstream.
- Keep QuickBooks sync issues visible to operations and finance until closed.
- If QuickBooks requires reconnect, reconnect before retrying sync.
Common handoff questions
| Question | Where to look |
|---|---|
| Why is inventory value unexpected? | Inventory, Reports, receiving costs, production output cost. |
| Why did sync fail? | QuickBooks issue list, QuickBooks setup, Common errors. |
| Which customer received this lot? | Traceability, Orders. |
| Which movements should finance review? | Reports, movement ledger, sync run details. |