Uploading Bank Statements

Overview

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. 

Steps:

1. From the Navigation Pane, select Miscellaneous.

2. Click the Secure File Upload link under the Miscellaneous drop-down.

3. The Secure File Upload window is displayed. Enter the Description of the file you are uploading. 

4. Click on the Choose File button.

5. The open file window is displayed. Browse to the location of the file you want to upload. Select the file and click Open.

6. Click the Upload File button.

You will receive a notification that your file was successfully uploaded.