Importing Data

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 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 More...

Does Bench work with Justworks?

Yes. If you are using Justworks for payroll, we require a .csv file to help us validate the information we have in Bench and account for your payroll taxes and salary expenses accurately. Remember, the transactions in Bench show two cash flows: the net amount paid out to employees, and a combined total of payroll More...

Does Bench work with Intuit?

Yes. If you pay your employees through Intuit, we’ll need a payroll details report to account for the employee taxes withheld and the employer’s payroll tax expense, as well as any deductions for health or dental insurance. How to download and upload Payroll Reports: 1. Log in to your Intuit account. 2. Click Reports. 3. Click Payroll Details. More...

Does Bench work with Paychex?

Yes. If you pay your employees through Paychex, we’ll need the Payroll Journal Report to account for the employee taxes withheld and the employer’s payroll tax expense, as well as any deductions for health or dental insurance. How to download and upload Payroll Reports: 1. Log in to your Paychex Flex account. 2. Go to your Dashboard. More...

Does Bench work with ADP?

Yes. If you pay your employees via ADP, we’ll need payroll details and reports to account for the employee taxes withheld and the employer’s payroll tax expenses, as well as any deductions for health or dental insurance. How to download and upload Payroll Reports: 1. Sign in to your ADP RUN payroll account. 2. Go to ADP More...

Does Bench work with Gusto?

Yes. Bench is partnered with Gusto. Why do I need to send in a Journal Report? Doesn’t the amount come out of my bank anyways? It does, but it comes out as a net amount. This means that it includes deductions, such as income tax, pension and employment insurance. This also means that the amount More...

Does Bench work with Amazon?

Yes. If you receive revenue through Amazon, Bench requires your Transfer Reports to ensure that your books are accurate and complete.  How to download and upload your Transfer Reports: 1. Log in to your Amazon Seller Central dashboard. 2. Go to Reports → Payments. 3. Go to Statement View. Select the date range for your Transfer Report. 4. Load More...

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...

Does Bench work with Square?

Yes. If you use Square as a merchant processor, the money deposited into your bank account is net of processing fees charged by Square. This wouldn’t be an accurate representation of your Sales Revenue, and the IRS actually requires that revenues are reported at the gross amount. We’ll need your Transactions Report in order to More...