Upload your companies records and information

In the following pages we have created a chart of Accounts for your business. You can use these pages to upload documents, copies of checks, paid receipts, invoices, letters and any other information daily, weekly or monthly. This simple system of scanning or taking a photo of your documents then uploading them in the corresponding item will make your life much easier by simply providing the information and letting us do the book work for your company. A company’s Chart of Accounts is a list of all Asset, Liability, Equity, Revenue, and Expense accounts included in the company’s General Ledger. The number of accounts included in the chart of accounts varies depending on the size of the company. 

  • INSTRUCTIONS HOW TO UPLOAD YOUR DOCUMENTS

-Do not perform multiple file submissions for each category.

-Multiple file submissions will force you to complete the contact fields over and over for each submission.

-Here are instructions of how to create a single file type for uploading your documents in each category 1 through 25. 

-When possible, upload the original continuous document such as a word file .doc, a excel file .xls or a pdf file .pdf.

  • HOW TO CREATE A SINGLE PDF FILE

-For each category 1-7 begin by Scanning or taking a picture of each or your documents to be uploaded into a category

-Go to https://smallpdf.com and upload all of your word file .doc, a excel file .xls or a pdf file .pdf files that pertain to a single category. 

-Perform this same operation for each of the categories providing all such documents as requested for submission.

DO NOT CLICK ON THE “SUBMIT” BUTTON AT THE BOTTOM OF THE PAGE UNTIL YOU HAVE COMPLETED PROVIDING ALL OF THE INFORMATION REQUESTED ON THE FORM

Visit each page and add the information in each category
Asset Accounts
Liability Accounts
Equity Accounts
Revenue Accounts
Expense Accounts