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> Use this file to discover available pages before exploring further.
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# How to Upload Documents in COUNT

### Uploading Documents

Uploading documents in COUNT keeps your financial records in one place and makes it easier for your bookkeeper to access everything they need.

* In the left-hand sidebar, go to ****Work > Documents****.
* Click ****Upload Files****.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/0/2/e/d02e19f59a330800/ac66bd17-758e-4893-9e39-d24344_hbmym8.png)

* A pop-up will appear asking you to drag and drop or upload your file.

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### Advanced Options

###### When uploading a file, you can add extra details so the document is easier to organize and track:

![](https://storage.crisp.chat/users/helpdesk/website/-/9/4/7/6/9476e80a4d64e800/4447ac25-52be-4ede-b786-43bcdc_pjvb5z.png)

* ****Vendor →**** Select the vendor the document relates to (useful for invoices, receipts, or purchase orders).
* **Customer → **Choose the customer if the file is linked to a client (for example, customer invoices or contracts).
* ****Person →**** Assign the document to a specific team member or employee.
* **Project → **Tag the file under a project to keep related documents grouped together.

These fields are optional, but using them makes it much easier to find and filter documents later.

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### Types of Documents You Can Upload

###### Clients usually upload the following types of documents:

* ****Bank Statements**** → Business owners often upload their monthly bank statements so bookkeepers can use them for bank reconciliation at the end of the month.
* ****Invoices**** → Vendors or clients upload invoices to keep records up to date and assist with accounts payable and receivable.
* ****Spreadsheets or Reports**** → For example, account lists or financial summaries that need to be shared with accountants.
* ****Other Supporting Files**** → Any document that supports bookkeeping, payroll, or accounting tasks.

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### Why Upload Documents in COUNT?

* Keeps all financial records centralized and easy to access.
* Speeds up reconciliation and reporting for bookkeepers and accountants.
* Simplifies collaboration—clients, vendors, and accountants can all upload their own files.
* Supports smooth month-end and year-end closing.

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### FAQs

****What file formats are supported?****  
You can upload PDFs, Excel files, Word documents, images (JPG/PNG), and more.

****Can I delete or replace a file?****  
Yes. Go to the file in the Documents section, and there will be options such as ****edit****, **download **or **delete **documents.