Questions bookkeepers ask
Can’t find yours? Email support@catchupclerk.com.
Accuracy
How accurate is it?
Every delivered file ties out: opening balance plus every transaction equals the closing balance to the cent, and deposit and withdrawal totals match the statement summary. If a file can’t tie out, we don’t call it balanced. We fix it or refund it.
What if I find a mistake later?
Tell us within 30 days. We fix and redeliver within 1 business day, or refund that statement.
Banks
Which banks do you support?
Works with text-based PDF statements from most US banks and credit cards. Scanned or photographed statements: try the free preview first. If we can’t make it tie out, you don’t pay.
Scanned or photographed statements?
Try the free preview first. We check every file before converting. If one is unreadable, we tell you and don’t use a credit. If we can’t make it tie out, you don’t pay.
Statements with several accounts in one PDF?
Send it. Try the free preview first. A statement is one account-month up to 15 pages, so each account in the PDF counts separately. If we can’t make it tie out, you don’t pay.
Credit card statements?
Text-based credit card PDFs from most US issuers work. Try the free preview first. If we can’t make it tie out, you don’t pay.
Password-protected PDFs?
Remove the password first (open and “Print to PDF”). We won’t ask for passwords.
Security
Is my clients’ data safe?
Files are uploaded over HTTPS, stored only until your files are delivered, and deleted within 24 hours. Only the person doing your conversion can access them. Optional: we mask account numbers to the last 4 digits. Details are on the Security page.
Can I just email the statements?
Please don’t. Email isn’t a safe place for bank statements. Use the secure upload page.
Do you need my QuickBooks or bank login?
No, never.
Do you keep my files or have a client vault?
No. You get a one-time download link per job, and then we delete everything. Save your CSV when you download it.
Billing
Refunds?
Tie-out guarantee: any statement we can’t make tie out is refunded ($9.67 per Pack statement) or credited back. Unused Pack credits within 14 days of purchase: full refund on request. See the Refund policy.
Can I cancel Monthly anytime?
Yes, online at Manage membership, without having to contact anyone. Access continues to the end of the paid month. No cancellation fees.
Do unused statements roll over?
Monthly: no, the 40 reset each billing month. Pack credits last 12 months from purchase.
How do I get receipts or invoices for my own books?
Stripe emails a receipt for each payment. Monthly members can download all invoices in Manage membership.
Can my team use one membership?
Yes. Anyone in your firm can upload under the paying email. Just put that email on the upload form. Statements count against the same monthly quota.
Workflow
How fast do I get files back?
Within 1 business day.
QuickBooks Online or Desktop?
The CSV is built for QuickBooks Online bank upload (Date, Description, Amount). QuickBooks Desktop accepts CSV imports; column mapping may differ.
Does it work with Xero?
Xero accepts CSV imports; column mapping may differ. Our format is built for QuickBooks Online.
Which file formats do I get?
A QuickBooks-ready CSV. That’s what we promise today.
Do you categorize transactions?
No. Coding to your chart of accounts stays in QuickBooks, with your rules and your judgment. We give you clean, balanced data to start from.