Connect QuickBooks for Migration or Parallel Work

App path: Integrations or the client's QuickBooks integration detail.

Use this scenario when a client is moving from QuickBooks Online to Kraal, or when the firm wants a temporary parallel period while confidence builds.

Goal

QuickBooks is connected, synced, repaired where needed, and used as a trusted source only after Kraal verifies the baseline data.

Setup checklist

1. Open the client.
2. Open Integrations.
3. Choose QuickBooks Online.
4. Authorize the QuickBooks company.
5. Confirm Kraal shows the connected company you expected.
6. Run the first sync.
7. Review imported:
   • chart of accounts;
   • customers and vendors;
   • items and services;
   • invoices and bills;
   • payments and journal entries.
8. Open the repair queue on the QuickBooks integration detail and resolve mappings, write-back issues, or missing accounts.

Migration proof checklist

1. Run a Trial Balance in QuickBooks for the cutover date.
2. Run the matching Trial Balance in Kraal.
3. Compare cash, AR, AP, equity, income, and expense totals.
4. Resolve material differences before treating Kraal as the operating record.
5. Keep the proof in the client workpapers or close binder.

Parallel-run checklist

1. Pick one month for the parallel run.
2. Process the month in Kraal.
3. Run P&L, Balance Sheet, Trial Balance, AR Aging, and AP Aging in both systems.
4. Resolve connector exceptions before issuing reports.
5. Decide whether to continue parallel work or cut over fully.

What good looks like

• The QuickBooks card shows a specific connection state.
• Exceptions link to the repair flow, not a generic error.
• Kraal reports tie out to the expected QuickBooks baseline.
• Daily Board surfaces QBO repair work when it blocks close or migration.
• Users understand whether they are in migration mode or parallel-run mode.

Related docs

• QuickBooks Parallel Work
• Integrations
• Report Banners & Status Messages
• Client Setup & Close Workflow