> ## Documentation Index
> Fetch the complete documentation index at: https://docs.batchlane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks handoff

> How Batchlane prepares clean operational movement for accounting.

QuickBooks remains accounting. Batchlane prepares operational truth for accounting without forcing operators to work inside an accounting system. Setup details live in [QuickBooks setup](/quickbooks-setup).

## What handoff uses

* Inventory movements from receive, consume, produce, ship, adjust, transfer, correct, return, or scrap events.
* Lot costs captured during [Receiving](/receiving) or [Production](/production).
* Sales order and shipment context from [Orders](/orders).
* Production run cost and yield summaries.
* Customer, supplier, and item mappings.
* Sync runs and sync issues.

## Setup order

1. Run receiving, inventory, recipe, production, and order workflows cleanly first.
2. Connect QuickBooks only after operational records are consistent.
3. Map local customers to QuickBooks customers.
4. Map local vendors and suppliers to QuickBooks vendors.
5. Map local items to QuickBooks items or accounts according to the accounting workflow.
6. 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](/inventory), [Reports](/reports), receiving costs, production output cost.         |
| Why did sync fail?                     | QuickBooks issue list, [QuickBooks setup](/quickbooks-setup), [Common errors](/common-errors). |
| Which customer received this lot?      | [Traceability](/traceability), [Orders](/orders).                                              |
| Which movements should finance review? | [Reports](/reports), movement ledger, sync run details.                                        |

Related pages: [Reports](/reports), [QuickBooks setup](/quickbooks-setup), [FAQ](/faq).