Frequently Asked Questions

Getting Started

How do I import my existing books into Bench?

Send your bookkeeper your most up-to-date balance sheet and income statement, and you’re all done. If you have further questions, your bookkeeper will help you with everything you need to get started.

How can I message my bookkeeper?

Go to Messages to contact your bookkeeper.  To book a call with your bookkeeper, go to Messages. Click the Book a Call button.

Using Bench

How do I import my existing books into Bench?

Send your bookkeeper your most up-to-date balance sheet and income statement, and you’re all done. If you have further questions, your bookkeeper will help you with everything you need to get started.

Does Bench work with Shopify?

Yes. As with other payment processors, Shopify withholds a fee from each transaction. These fees need to be expensed separately, as the IRS requires you report your gross sales revenue. You’ll need to upload the Payout Report from Shopify in order to make adjustments to account for the processing fees. How to download and upload your Payout More...

How can I message my bookkeeper?

Go to Messages to contact your bookkeeper.  To book a call with your bookkeeper, go to Messages. Click the Book a Call button.

Does Bench work with Paypal?

Yes. As with other payment processors, Paypal withholds a fee from each sales transaction. Your Paypal account can function similarly to a bank account, since it’s able to hold a balance. These fees need to be expensed separately, as the IRS requires you to report your gross sales revenue. We require two documents from you More...

Billing

How does the subscription review process work?

The cost of your Bench subscription is based on your business’s average monthly expenses and the steps we need to take to ensure that your books are accurate. We periodically review your account to make sure that your Bench subscription is the right fit for your business’s needs. Over time, your business’s bookkeeping requirements may change. More...