"Is your shop ready for automated bookkeeping imports?"
"Source","https://bluefinchadvisors.com/blog/shop-bookkeeping-automation-readiness-check"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Required account","Supported connection or import","Document owner","Review owner","Opening-balance status","First verification task","Missing required fields"
"Operating checking","Confirm supported bank connection","Office manager","Bookkeeper","Awaiting sign-off","Compare first complete week to source","None"

"Use this worksheet"
"Use one row for each item described in the article."
"Record the source, unresolved difference and next action before marking an item complete."
"Review the actual business records separately. This worksheet does not connect to accounts or change your records."

"Sources"
"IRS: supporting business records","https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep"
"Plaid: pending and posted transaction states","https://plaid.com/docs/transactions/transactions-data/"
"SBA: manage your finances","https://www.sba.gov/business-guide/manage-your-business/manage-your-finances"