Here’s an activity that you can do and that probably covers the some of things you need to do to maintain your records.
- Add Chart of Account Items
- Import a bank statements. Try using this one - http://goo.gl/oE8J99
- Create an import file using csv to bulk upload all your invoices where these invoices have negative amounts for fees from a payment providers. Here’s a file http://goo.gl/RgQEqX, but it needs to be cleaned up. Have a go at cleaning it up and then import it.
- Email an invoice to yourself
- Create an import file using csv to bulk upload all your purchase invoices - these are invoices you’ve received from places where you’ve bought stuff for your business
- Reconcile the bank and identify missing areas
- Create a new purchase for an invoice received and attach this to the purchase created
- Send out a statement of overdue account