Sample documents and templates
Teaching files you can download: a chart of accounts, a bank statement, bills, invoices, a journal entry, and printable invoice and bill pages.
ReferenceFor Business owners, Bookkeepers, Firm staff
What these files are
These are teaching documents. They are not a client's books. Use them to see column shapes, to walk Document intake with a known page, or to practise a workflow before you touch live data.
The files
Download any of these from the help centre. They are public files.
- Sample chart of accountscsvA small service-business chart with cash, receivables, payables, equity, income and expense codes.
- Sample bank statementcsvOne month of operating-account activity: date, description, amount, running balance.
- Sample bills listcsvOpen vendor bills with invoice numbers, due dates, and expense coding.
- Sample invoices listcsvCustomer invoices with terms, line descriptions, and amounts.
- Sample journal entrycsvA balanced two-line accrual with account codes and debit/credit columns.
- Sample customer invoicehtmlPrintable invoice INV-250419 for Oilfield Services Group — the page a customer would receive.
- Sample vendor billhtmlPrintable bill FS-4419 from Field Supply Co. — the page Document intake is written to read.
The sample customer invoice — INV-250419. Letterhead, bill-to, job, quantity and rate, and a balance due. This is the page Document intake is written to read.
The sample vendor bill — FS-4419. Same shape as a supplier invoice that arrives by email.
How to use them
Walk intake with a known page
- 1
Download the sample vendor bill.
Open sample-bill.html and print or save it as a PDF if you want a file drop.
- 2
Drop it on Document Library or send it to the client inbox address.
Intake should identify a vendor bill, a vendor name, a bill number, a date, and an amount.
/help/ai/document-intake
- 3
Compare the extraction to the page.
FS-4419, Field Supply Co., 4 August 2026, $134.67. If a field is wrong, fix it on the review item — that is the point of the exercise.
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