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Help & guides

Step-by-step walkthroughs for every part of Dreamward. Stuck? Start with the getting-started guide below.

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Getting started with Dreamward

Start here

A complete walkthrough from your first sign-in to generating a Schedule-C P&L for your accountant. About 15 minutes to read end-to-end.

Reference guides

Tracking COGS & gross margin

Coming soon

How FIFO costing works (your oldest stock drains first), setting costs by receiving purchases into inventory, recipes & production runs, and reading the COGS dashboard.

Logging market days & events

Coming soon

Booth fees, mileage, batch-tagging CSV uploads to an event, and how event revenue flows into the Markets channel.

Connecting Shopify, Wix, and Square

Coming soon

OAuth setup, what data each integration pulls, how line items become per-SKU COGS, and what to do when an order looks wrong.

Schedule-C reports for your CPA

Coming soon

What the annual P&L includes, how Revenue, COGS, Gross Profit, and Operating Expenses are calculated, and how to send the PDF + CSV bundle.

Tracking expenses & receipts

Coming soon

Manual expense entry, drag-drop receipt attachments, channel attribution, and the Receipt Vault for audit defense.

CSV & XLSX uploads

Coming soon

What the template expects, when to use upload vs. integrations, batch-tagging to an event, and the review-modal flow.

Other resources

Can't find what you need? Email us at Dreamwardsystems@gmail.com and we'll write the guide you needed.