Customer and invoice mapping
Match each agency client to the correct customer record before comparing invoices, outstanding balances, and delivery cost. An invoice sent is not the same as cash collected. Keep those views separate.
A useful first workflow
- Choose a reporting period and a named owner for the connection.
- Review the proposed client or team mappings before importing data.
- Keep source totals, imported totals, and unresolved records visible.
- Compare the result with the source system before using it in a client decision.
What the connection should not do
Do not assume accounting access includes payroll access. The planned first version is a read-only accounting view; compensation requires a separate authorized source.
The accounting or payroll platform remains the source of truth. A missing field, expired permission, or incomplete period should be shown as missing—not silently converted to zero. Any future write action would need a separately reviewed permission and an explicit approval step.
From data to a better decision
Use this information to ask whether the team can serve another client sustainably, which services consume too much effort, and whether automation frees time for strategy. Do not call recovered staff hours cash savings unless a real expense falls.
Read the agency margin guide → · Try the savings model →
Implementation reference
QuickBooks Online platform documentation ↗. Product scope, provider approval, geography, and permissions must be verified during implementation.