Importing Data

Does Bench work with Braintree?

Yes. As with other payment processors, Braintree withholds a fee from each sales transaction. These fees need to be expensed separately, as the IRS requires you to report your gross sales revenue. We require the Merchant Statements from Braintree to properly account for these fees.

How to download and upload Merchant Statements:

1. Log in to your Braintree account (make sure you are in Production View, not Sandbox View).

Production

2. Go to Dashboard. Hover your cursor over Documents.

Documents

3. Click Merchant Statements.

Merchant

4. Click the month you need. A .pdf will download automatically.

Statements

5. Upload the downloaded report to Bench (go to Documents → Uploads).