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Read profit and loss, balance sheet, and account transaction reports
Use the core accounting reports together so month-end review stays broad enough to catch real problems without losing detail when you need it.
Use the daily sales report to review posted revenue
Use the daily sales report to confirm posted totals, spot unusual swings, and know when a deeper accounting review is needed.
Record journals, sales, payouts, and memorized transactions
Choose the right accounting workflow for each entry, keep transactions balanced, and save recurring work as memorized templates.
Review sales-tax reports and resolve unassigned tax
Use the sales-tax report to see what was collected, what is unassigned, and which items need cleanup before filing.
Use analytics feeds for external reporting
Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.
Set up chart of accounts, tax components, and sales channels
Build the accounting base first so sales, payouts, tax, and receivables can post to the right places.
Create, fulfill, receive, and finalize internal transfers
Mark an order as an internal transfer, fulfill it at the source, receive it at the destination, and resolve report warnings before finalizing accounting.
Map Stripe payouts and fees to the right accounts
Use Stripe mapping to keep payouts, fees, and clearing balances pointed at the right accounts before you import real history.
Map Square sales and payouts to the right accounts
Use Square mapping to send sales, fees, and payouts into the right accounts so reconciliation and reporting stay clean.
Search unmatched bank feed items and create transactions
Use the account-level bank feed detail to search unmatched items, match what exists, and create a ledger transaction only when one is still missing.
Use the accounting performance dashboard
Use the performance dashboard for a fast financial check before you open detailed reports.
Import bank activity and review bank feeds
Connect or review the bank feed, inspect one account at a time, and fix bad ledger entries before reconciliation starts.
Manage sales channels and review channel balances
Use sales channels to keep online, retail, and wholesale activity separated clearly enough for reporting and cleanup.
Manage tax exemptions for customer accounts
Use the tax exemption page to keep customer exemption rules clear before orders and tax reports depend on them.
Manage wholesale account settings, credits, and terms
Use the customer account area to review terms, open balances, and credits so account-level decisions are not buried in order history.
Place, fulfill, bill, and manage wholesale orders
Create the order, update picked quantities during fulfillment, and use the customer account view to track open balances and credits.
Review A/R aging and customer balances
Use the aging report and customer views together so open balances are visible before they become collection problems.
Create your company and first location
Use the public onboarding page to create your workspace, add your first location, and land in the dashboard ready for setup.
Connect Square to accounting
Use the Square integration page to connect the service cleanly before you move into mapping, imports, and reconciliation work.
Set up accounting document automation
Use automation to reduce manual bookkeeping on repeat documents, but start with a careful review instead of assuming every parse is ready to post.
Use the onboarding checklist and welcome modal
See what the first-login welcome modal does, when to use demo mode, and how the shared company checklist helps your team finish setup.
Reconcile statements and resolve exceptions
Upload the statement first, review the matching results, work the exception queue, and close the session only after the checks pass.
Set up the timeclock and install it as an app
Create a setup code in the admin app, install the timeclock on a tablet or phone, and register the device.
Create bank feed rules for auto-match
Use bank-feed rules to reduce repeat matching work, but start with narrow patterns you can trust.