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.

How do I export data from Bench to my tax accountant?

Go to the Reports and to Income Statement or Balance Sheet (depending on the data you need). Click Download in the upper right corner of a report to export an income statement or balance sheet into Excel format. Bench also provides you with a set of Year End Financials. This contains a general ledger, a More...

How do I upload my bank and credit card statements to Bench?

We occasionally request that you send your bookkeeper .pdf copies of your bank and credit card statements. This ensures that the data coming through our bank connection is completely accurate, and provides a physical record of all financial transactions (which keeps the IRS happy and your business safe). Note that Statement Importer and Bank Connect More...

How does my Bench bookkeeper categorize my receipts?

You’ll need to categorize your receipts when submitting them. To do so, add a note in the subject line or in the body of the email when you submit it. Anything entered in the subject line will be saved in the Notes section of each transaction and matched with the appropriate receipt. Alternatively, if you More...

How do I remove the unread messages counter?

All messages are marked as read once the oldest unread message has been viewed. To mark all messages as read, scroll up to the first unread message (you’ll see a red bar indicating the oldest unread message). This will remove the unread message counter.

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...