Skip to main content

Import bank statement data from AutoEntry into AccountsPrep

How to import your bank statements from AutoEntry into AccountsPrep.

Oliver Cook avatar
Written by Oliver Cook
Updated over 2 months ago

You can import bank statement data to AccountsPrep directly from bank statements previously uploaded to AutoEntry.

You can do this either from within AutoEntry or AccountsPrep.

AutoEntry

  1. In AutoEntry, view your Bank Statements inbox.

  2. Next to the statement click Import into AccountsPrep.
    ​
    ​


    ​

  3. This redirects you to AccountsPrep. Select the relevant bank account.

  4. The AutoEntry file and date range will populate automatically.

  5. Click Continue.

The transactions appear as unposted waiting for someone to code them.

AccountsPrep

  1. Click the Bank tab.

  2. Either click Bank Accounts or Bank Statements.

  3. Click Add Statement Data.

  4. Select the relevant Bank Account from the drop-down menu.

  5. Click Use AutoEntry statement capture.

  6. Click Continue.

    The Bank Statement Data window gives you three options to select from, including the AutoEntry import.

  7. Select the correct bank account again from the drop-down.

  8. Select the relevant file from AutoEntry.

  9. Select the required date range.

    The Bank Statement Data window gives you three options to select from, including the AutoEntry import.

  10. Click Continue.

The transactions appear as unposted waiting for someone to code them.

Did this answer your question?