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. 


1. Start on the Dashboard Page, select Miscellaneous.

2. Click the Secure File Upload link under the Miscellaneous section.

The Secure File Upload window is displayed.

 Choose the type of data you want to import. 

Click on the Choose File button.

The open file window is displayed.

5. Browse to the location of the file you want to upload. Select the file and click Open.

6. Click the Upload File button.

Note: You will get a notification that your file was successfully uploaded.