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Highbeam - Uploading your transactions & bank statements (CSV or PDF) to Finaloop

Connect Highbeam to Finaloop Accounting and, when we ask, export a CSV of your transactions or a PDF statement and upload it, so your Highbeam accounts stay accurate in your books.

Written by Ryan

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Applies to: Finaloop Accounting

Finaloop Accounting, Finaloop's real-time bookkeeping and accounting service, imports your Highbeam activity automatically once you connect Highbeam as a bank account, and you can export a CSV of your transactions or a PDF statement from Highbeam and upload it whenever we need data the connection can't provide.

In certain cases, we may need your help getting transactions or reports we can't import automatically from your bank or financial institution. We'll ask for these in a mission, a task in My missions where we ask you for information we need. Here's how to connect Highbeam, how to find the relevant reports in your Highbeam account, and how to upload them to Finaloop.

1. Connect Highbeam to Finaloop

Highbeam connects to Finaloop automatically through Plaid, a secure service that links bank accounts, so your transactions flow into your books without uploads. If Highbeam isn't connected yet, follow these steps:

  1. Go to Settings → Banks & Credit Cards.

  2. Click Connect banks and cards.

  3. In Select institution, select Highbeam (it's in the list of common banks, or search for it).

  4. Follow the on-screen instructions to sign in to Highbeam and choose your accounts.

Your Highbeam accounts then appear in Banks & Cards → Accounts overview.

When we ask you to upload files

Once Highbeam is connected, you only need to upload files when we ask for them in a mission on your Highbeam account. This usually happens when:

  • We need transactions from before your connection's history starts, or for a period the connection missed. We'll ask for a CSV.

  • We need to confirm your balances, for example during onboarding or at year end. We'll ask for PDF bank statements.

Note: For year-end closing balance reviews, we ask Highbeam customers for both the PDF statement and a full-year CSV, so have both ready.

2. Exporting a CSV file of your Highbeam transactions

This guide will walk you through downloading a CSV file containing your transaction history for your Highbeam account.

What you'll need to export a CSV

  • Your Highbeam account login credentials (Username & Password)

Steps to export a CSV

  1. Log in to your Highbeam account using your username and password.

  2. On the left side of your screen, under Accounts, click Transactions.

  3. On the Transactions page, on the right side, enter the date range from your mission in the From and To fields, then click Export.

  4. In the dropdown menu, select Export as CSV to save the CSV to your device.

    Highbeam Transactions page with the From and To date fields, the Export button and the Export as CSV option outlined.

    ① From and To, ② Export, ③ Export as CSV.
    ​

  5. Head over to your mission in Banks & Cards → Accounts overview and upload your CSV file, following the steps in "Uploading your CSV or PDF to Finaloop".

3. Exporting a bank statement (PDF) from your Highbeam account

As part of our onboarding and year-end reviews, we may ask for bank statements to confirm your bank balances and keep your books accurate.

What you'll need to download a statement

  • Your Highbeam account login credentials (Username & Password)

Steps to download a statement

  1. Log in to your Highbeam account using your username and password.

  2. On the left side of your screen, under Accounts, click Documents.

  3. Under Document type, select Statements from the dropdown menu.

  4. Under Show statements for, select the account listed in the mission.

  5. Find the statement your mission asks for and click Download to save the PDF statement to your device. Repeat for each month we ask for.

    Highbeam Documents page with the Document type and Show statements for fields and a statement's Download button outlined.

    ① Document type, ② Show statements for, ③ Download.
    ​

  6. Head over to your mission in Banks & Cards → Accounts overview and upload your PDF file, following the steps in "Uploading your CSV or PDF to Finaloop".

4. Uploading your CSV or PDF to Finaloop

  1. In Banks & Cards → Accounts overview, click Review on your Highbeam account (the button shows the number of open requests, for example Review (1)).

  2. Click Review on the request.

  3. Click Upload attachments (for a CSV request) or Upload PDF Statement (for a statement request) and choose your file.

  4. Click Submit.

You'll see Data submitted successfully once your file is on its way to us.

Tip: Upload your CSV in its original format and currency, and avoid converting a PDF into a CSV or altering any data.

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Need help?

If you have any questions or trouble finding the information you need, feel free to contact us at [email protected]!

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