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Popular guides
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.
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.
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.
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.
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.
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.
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.
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.
Generate forms, record tax payments, and deliver W-2s
Use Tax Center for payroll forms and deposit tracking, then make employee W-2 access part of your year-end routine.
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.
Connect Square to accounting
Use the Square integration page to connect the service cleanly before you move into mapping, imports, and reconciliation work.
Create bank feed rules for auto-match
Use bank-feed rules to reduce repeat matching work, but start with narrow patterns you can trust.
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.
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.
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.