A figure does not match QuickBooks

1. Check the period. The packet reports on the month chosen on the Data step; a QuickBooks report run for a different range will differ.
2. Check the fiscal year in company settings. Year-to-date figures start from it.
3. Refresh the packet. A packet is built from the books as they were at that moment; entries posted since then appear after a refresh.
4. Check the account mapping, from company settings. An account mapped to the wrong line moves a total from one place to another without changing the bottom line.

Hover over any figure on the packet to see how it was worked out. If it still does not add up, email us with the company and the figure, and we will look.