You can download your bank statement data as a CSV or Excel file.
📎NOTE: For accountancy packages not listed with a specific format, if there is an import function in your package, most will accept a .csv or Excel file of the data.
Click the three dots on the Inbox or the statement view page, then click Download.
A menu opens, prompting you to select the File Type.
There are specific formats for some integrations, but generally, a CSV file is fine for most imports.
You also have the option to select a Date Range of statements to download.
Click Download, and the file automatically downloads to your PC.
To import this into your accountancy package, use the import tool there and select the saved file from your PC.
⚠️CAUTION: After downloading it to import into your accounting software, don't open the file before you import it. Mapping is software-specific and opening in other programs may lead to formatting changes that cause import issues.
If you face an issue while importing due to this, you can re-download the file from AutoEntry and attempt the import again. If you still receive errors after this, contact your accounting software's support team.
Related guides
Xero, Sage 50 and SBCA (Sage Accounting) users can click one of the corresponding articles below for specific steps on exporting Bank Statement data: