How do I import invoices or sales and purchase registers?

Use the same Import documents window as for a bank statement. Each file is classified as a bank statement, sales register, purchase register or invoice.

Updated 29 Sept 2026

Steps

Step 1: Open Bookkeeping and choose Import documents.
Step 2: Pick the client and drop in the invoices or registers. Add as many as you like.
Step 3: Charter AI works out what each file is. The bank account choice only applies to bank statements.

The Import documents button at the top right of the Bookkeeping page, highlighted. — Import documents is at the top right of Bookkeeping.

A file already imported is not read twice, even if you pick it again with Choose from Documents.

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How do I import invoices or sales and purchase registers?

Steps

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