Uploading Bank Statements
This tutorial will walk you through the steps to upload bank statements in TrustBooks. This feature is only available to customers in our Tier 3 Team Plan.
- From the Navigation Pane, select Miscellaneous.
- Click the Secure File Upload link under the Miscellaneous drop-down.
- The Secure File Upload window is displayed. Enter the Description of the file you are uploading.
- Click on the Choose File button.
- The open file window is displayed. Browse to the location of the file you want to upload. Select the file and click Open.
- Click the Upload File button.
You will receive a notification that your file was successfully uploaded.