BANK STATEMENT GUIDE
File Formatting
- Submit PDFs, CSVs, or XLS files.
- Make sure your statements are legible and complete (no pages missing).
File Naming
Use clear names like:
BusinessName_Month_Year.pdf
Example: PrecisionBooks_Jan2026.pdf
This helps us quickly match files to the correct client account.
Submission Timing
Upload statements monthly or as requested to keep your bookkeeping up to date.
Try to upload files as soon as your bank statement is available to ensure timely financial statements.
Include All Relevant Accounts
Business checking, savings, credit cards, PayPal, Venmo, Zelle, or any other financial accounts.
Include supporting documents like invoices or receipts if relevant.
Collapsible content
