> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.getcount.com/sitemap.xml
> 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/-/4/c/b/1/4cb158bef87e0400/docu_mey8xe.png =1200x392)

* 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/-/4/c/b/1/4cb158bef87e0400/captura-de-pantalla-2025-10-06_10zifdm.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.