How to Download Your Bench Data (Financial Reports Export)

How to fix it

Try these in order — the most common fix is first.

1. 1. Consent and log in

   Copy steps
   1. Go to bench.co/login with the primary account owner email
   2. If prompted, accept the consent to transfer services and data
   3. Use Reset password if the old login fails
   Did this fix it? Yes No

2. 2. Export your reports to Excel

   Copy steps
   1. Open Reports in the app
   2. Export Profit and Loss, Balance Sheet, general ledger and journal entries for every year
   3. Download the year-end financial package for each year
   Did this fix it? Yes No

3. 3. Save what Bench does not keep

   Copy steps
   1. Receipts exist only if you uploaded them: collect them from email and bank
   2. Export the transaction list and tax reports
   3. Store copies outside Bench
   Did this fix it? Yes No

4. 4. Contact support if blocked

   Copy steps
   1. Message your Bookkeeping Portfolio Associate in the app
   2. Or use Book a Call in the account settings
   Did this fix it? Yes No

Symptoms

You cannot find your books, the export button is missing, or you are locked out after the shutdown and Employer.com takeover.

Why it happens

• You have not given consent to the transfer of data to the new owner
• You are not the primary account owner
• Login credentials or email changed since the restart
• Access windows after the shutdown were limited

This guide also covers

• download bench data
• bench accounting export financial data
• get my books from bench

Other Bench errors

• Bench Shutdown: What to Do If You Were a Bench Customer
• How to Migrate Your Books From Bench to QuickBooks or Xero
• How to Cancel Bench Subscription
• Bench Books Late or Incomplete
• Bench Bank Account Needs Reconnecting
• Bench Miscategorized Transactions and Repeated Flags
• Bench Tax Filing Errors and Wrong Forms
• Charged by Bench After Cancelling