Existing clients
Upload bookkeeping documents after your intake review.
This page is used after FirstLedger Accounting requests documents following intake. Most clients will receive the upload link automatically after their intake is reviewed.
Common documents requested
- QuickBooks exports or reports
- Bank statements
- Credit card statements
- Receipts and invoices
- Payroll reports
- AP/AR support files
- Loan or merchant processor statements
- Other supporting records requested by the team
Important: Do not upload sensitive tax IDs, passwords, or unnecessary personal documents unless specifically requested through a secure process.