Help Center - All Articles

Getting Started

How to Reconnect Accounts that have been Disconnected

Connecting Accounts FAQ

When and How to Connect Personal Bank Accounts

How to Upload Documents

How to Connect Bank Accounts

How to Navigate the Bench App

How to Use Bench

How to Use the Categorization Flow

How to Select the Right Dates for Your Reports

When are my Books Completed

Contacting your Bench Team

Setting up Integrations

When to Use your Various Financial Reports

How to Use our Personal to Business Crossover Feature

Financial Reports

Categorizing Transactions

Tips and Tricks

What Is an IRS Accountable Plan?

Book Quarterly Calls with your Team

Set a Monthly Reminder to Complete Requests from your Bookkeeper

How to Get Ready for Tax Season

Check the Health of your Business

My Account

Adding More Users to your Bench Account

Provide Feedback to Bench

Earn Rewards by Referring Friends

Changing my Billing Details

Upgrading to Bench Tax