Define the handover
Identify the reports and accounting period your finance team needs.
Discuss your QuickBooks reporting and account-mapping needs. A live QuickBooks connection is not currently available.

Not currently available. Discuss requirements with the team; no delivery date is committed.
Discuss your QuickBooks reporting and account-mapping needs. A live QuickBooks connection is not currently available.
Identify the reports and accounting period your finance team needs.
Agree how room charges, extras, payments and tax should be classified.
Review CSV or XLSX exports for a manual handover.
Keep the property report and exported figures aligned.
Describe the task and the tools involved.
Check whether a supported connection or report export covers the need.
Confirm scope with the team before planning a rollout.

Identify the reports and accounting period your finance team needs.
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