What to ask before relying on an accounting integration

Name the exact accounting product

Confirm the edition and region, not just the brand. QuickBooks Online and other editions are not interchangeable promises. Ask which subscription tier on both sides is required and whether a separate connector is involved.

Map the records

Ask whether customers, invoices, payments, refunds, tax codes, products and expenses sync. For each, record the source of truth and direction. A one-way invoice export will not behave like a two-way accounting workflow.

Test a representative exception

Create a partial payment, change an invoice, issue a refund and use a customer with more than one service address in a controlled test. Ask how duplicate customer records are prevented and how rejected transactions are surfaced.

Agree the reconciliation process

Know where to find the error log, who owns corrections and how totals are reconciled. Your bookkeeper should review the workflow before a full switch. Do not assume an automatic sync removes the need to check financial records.

This is a suggested evaluation method, not a claim of measured savings or hands-on results from any provider.