Use this checklist to ensure your LedgerLab workspace is fully set up and ready to go. You can duplicate this into your own page or pin it to your dashboard for easy access.

🔧 Initial Setup

• [ ] Create a Google Drive folder for storing receipts and invoices.
• [ ] Set folder sharing to “Anyone with the link can view” for easy CPA/EA access.
• [ ] Add your CPA or EA’s email to the Notion page’s Share settings (View Only).

🏦 Client Payment Tracker

• [ ] Click Record Client Payment to log new income.
• [ ] Enter the amount and customer name.
• [ ] Upload the invoice to Google Drive.
• [ ] Hyperlink the customer name to the invoice (no raw links!).
• [ ] Confirm the payment appears in the Income database and the P&L Summary.

📄 Expense Tracker

• [ ] Click Record a Business Expense to log a new expense.
• [ ] Enter the vendor name, amount, and select a Schedule C category.
• [ ] Upload the receipt to Google Drive.
• [ ] Hyperlink the vendor name to the receipt.
• [ ] Confirm the expense shows in the Expenses database and reflects in the P&L Summary.