When QuickBooks and ezyVet disagree — a triage flow

A mismatch between the practice management system and accounting ledger should be triaged before it becomes a month-end scramble. The first question is whether the discrepancy is timing, mapping, or missing data.

Start by confirming settlement date, invoice status, and category mapping. Then compare whether both systems are reading the same transaction boundary.

The team should keep a short discrepancy log with owner, cause, and resolution path. That log becomes the operating manual for the next similar exception.

Weekly round prompt

Use this note to decide what should be reviewed before the next close, who owns the follow-up, and which system is the source of truth.