I have data in Excel spreadsheets. Is it possible to upload this to Smart Clerk as well so that I can have a complete picture?\u000a\u000aWhat are \u0027invoices\u0027? Are these invoices (expenses for my business) or are these \u0027issuing invoices\u0027 to my customers?

Smart Clerk does not support uploading Excel or CSV spreadsheets. You’ll need to continue uploading your original bank and credit card statements as PDF files.\u000a\u000a“Invoices” refers to any invoice you upload—whether it’s a sales invoice you issue to your customers or a purchase invoice issued to you from a vendor.

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Q: Upload Excel Spreadsheets

I have data in Excel spreadsheets. Is it possible to upload this to Smart Clerk as well so that I can have a complete picture?

What are 'invoices'? Are these invoices (expenses for my business) or are these 'issuing invoices' to my customers?

meaghan58PLUSEdited Apr 23, 2025

Founder Team

Cansu_SmartClerk

Apr 30, 2025

A: Smart Clerk does not support uploading Excel or CSV spreadsheets. You’ll need to continue uploading your original bank and credit card statements as PDF files.

“Invoices” refers to any invoice you upload—whether it’s a sales invoice you issue to your customers or a purchase invoice issued to you from a vendor.

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