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Upload documents

Client Dashboard with Quick Documents Upload

You can drop files on Client Dashboard and on the BM / AM / Bookkeeper dashboards.

Business Manager Dashboard with Quick Documents Upload

The drop zone is labeled Quick Documents Upload / Upload Documents. It accepts PDF, OFX, QFX, or CSV, up to 20 MB per file.

After the files land, categorize each one. You need a Document Type and a Description before you can finish the batch:

  • Invoice — vendor bill to code
  • Deposit — inbound settlement / deposit document
  • Credit Card Statements
  • Bank Statements

That puts the file in the matching To Enter list (Enter Invoice / Enter Deposit / credit-card import). EventLedger shows the PDF next to the coding form. It does not fill invoice fields for you — you still type vendor, dates, amount, and GL lines. See Upload an invoice and Enter and code an invoice.

Dedicated upload pages also exist:

  • Transactions → Upload Invoice (PDF only, 5 MB)
  • Deposits → Upload
  • Credit card Import