QuickBooks coverage
Imported QuickBooks object families are preserved first, then audited for a native Sandland home. “No home” is a product requirement, not discarded data.
Journal Entry source checks
Bounded, exact-cent source-evidence review only · not a General Ledger or report-parity result
| QBO ID | Date | Source status | Lines | Debits | Credits | Difference | Reason |
|---|
QBO Budgets
Source evidence · limit 100
QuickBooks source evidence only — not an approved native plan. No edit, apply, post, or write-back actions are available. Use QuickBooks reports for source reporting; native forecasts are intentionally unavailable in this read-only mirror.
| Budget name | Type | Entry cadence | Period | Status | Detail count | Exact-cent total | Source freshness | Action |
|---|
Select a budget
QBO Evidence Register
Read-only transaction evidence · limit 100
Credit Memo, Purchase Order, Refund Receipt, Reimburse Charge, and Vendor Credit are compatibility evidence only — no native document, posting, or write-back. Select a row to inspect the preserved QuickBooks header and line evidence.
| Date | Type | QBO ID | Document number | Customer / vendor | Total | Open balance | Action |
|---|
Select a transaction
QBO Item Catalog
Compatibility evidence · active · limit 100
Compatibility evidence only — this is not a native item master, and no QBO write-back is available.
| Name | Description | Type | Active | Parent | Reference | QBO ID | Source updated | Raw evidence availability |
|---|
QBO Tax References
Compatibility evidence · all statuses · limit 100
Compatibility-only evidence for TaxCode, TaxRate, and TaxAgency — no native tax master and no write-back to QuickBooks.
| Type | Name | Status | QBO ID | Relationship | Rate | Source freshness |
|---|
QBO Payment Methods & Terms
Compatibility evidence · active only · limit 100
Compatibility-only source evidence — no native list, no posting, and no write-back to QuickBooks.
| Type | Name | Active | QBO ID | PaymentMethod item_type | Term due days | Day-of-month | Due next month | Discount days | Discount percent | Source freshness | Raw evidence |
|---|
QBO Employee References
Compatibility evidence · identity and status only · limit 100
Read-only source identity evidence for expense and time references. Payroll, contact, tax, and other sensitive employee fields are deliberately not exposed here.
| Display name | Active | QBO ID | Source freshness |
|---|
| QuickBooks object | Category | Import | Sandland home | Coverage | Rows | Finding |
|---|
Dimensions
Accounts, Classes, and Departments preserved from QuickBooks.
| Type | Name | QuickBooks ID | Status |
|---|
Chart of Accounts proposals
Human compatibility review only. Nothing changes QuickBooks, Sandland's chart, journals, or books.
| QuickBooks account | Suggested Sandland home | Reason | Status |
|---|