Skip to main content
All CollectionsBank Statements
Import Bank Statement data from AutoEntry into AccountsPrep

Import Bank Statement data from AutoEntry into AccountsPrep

How to import bank statement data uploaded to AutoEntry.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

You can import bank statement data to AccountsPrep directly from bank statements 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 are automatically populated.

  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.

  7. Select the correct bank account again from the dropdown.

  8. Select the relevant file from AutoEntry.

  9. Select the required date range.

  10. Click Continue.

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

Did this answer your question?