Finance and accounting

Status: experimental · Risk: approval-required

Upstream documentation wins. Where this file disagrees with the Bruin docs, bruin --help, or Intuit's QuickBooks Online documentation, those are right and this file is stale. Written against Bruin CLI v0.11.766, checked 2026-10-01.

Sets up the QuickBooks template to how this company keeps its books and answers AR, collections and concentration questions from it. It exists to prevent a figure that looks like the books but was summed from a partial copy: the wrong company, mixed currencies, deleted transactions or an unclosed month.

Set up

Follow workflow.md.