Difference between revisions of "ZipBooks/Upload Bank Statements"

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[[Category:Accounting]]
 
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[[Category:Financial Systems]]
[[Category:Treasurer]]
 

Latest revision as of 17:10, 27 January 2024


1.     Login to https://app.zipbooks.com/login

Zipbooks-upload-bank-statements-1.png

2.     Click on More

3.     Click Documents

Zipbooks-upload-bank-statements-2.png


a.     Use this space to save documents such as bank statements, bank notices, miscellaneous items

b.     Be cautious not to save anything with sensitive player data or social security numbers

c.      Accepted media: PDFs, JPEGs, PNG, word docs, and more.

d.     It is recommended that the document be named something identifiable for example ( 2022 February bank statement)