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Import Stripe history safely before go-live
Start with a small Stripe backfill window, review the result, and only then widen the import before launch.
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.
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.
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.
Import Square history safely before go-live
Use the import step carefully so history comes in with clean mapping and without creating a giant cleanup project right before launch.
Review imported automation documents and fix exceptions
Open the imported document detail when automation did not land cleanly and fix the real exception instead of ignoring it.
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.
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.
Run payroll and choose payout methods
Create a payroll run, review timecards and wages, and choose whether each employee is paid by direct deposit or a manual payout.
Build and publish a weekly schedule
Review the live week, build the next week in the editor, and publish shifts so staff can see the final schedule.
Connect Square to accounting
Use the Square integration page to connect the service cleanly before you move into mapping, imports, and reconciliation work.
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 universal AI assistant safely
Ask clear read questions in plain language, review drafted write actions carefully, and know when a human check is still required.
Create and organize internal guides
Write short guides that are easy to search, keep the title and structure clear, and use the knowledge library as the home for internal SOPs.
Use analytics feeds for external reporting
Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.
Review knowledge analytics and file search
Use page analytics, search analytics, file search, and the review queue to decide what content needs attention next.
Audit recipes from Recipe Table
Use Recipe Table to scan the full recipe list, catch naming or structure problems, and decide which recipes need a closer edit.