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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.
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.
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.
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.
Manage sales channels and review channel balances
Use sales channels to keep online, retail, and wholesale activity separated clearly enough for reporting and cleanup.
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.
Configure payroll tax setup and reminder rules
Finish the payroll tax profile, add state details, and set reminder rules so filings and deposits do not sneak up on the team.
Update your tax profile and W-2 delivery preferences
Use the My Account taxes tab to update withholding details, set the effective date, and choose whether W-2 copies can be delivered electronically.
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.
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.
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.
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.
Use demo mode for training and sales walkthroughs
Use demo mode when you need a safe environment for training, practice, or product walkthroughs without changing real company data.
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 accounting performance dashboard
Use the performance dashboard for a fast financial check before you open detailed reports.
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.
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.
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.
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.
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.
Configure wholesale onboarding, portal settings, and payment methods
Set the wholesale defaults, choose what the public onboarding form shows, and configure payment methods before you invite customers to order.
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.