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Swapping the Debit and Credit columns

How to use a tool to swap the debits and credits when statement data is incorrect for AutoEntry companies integrated with Sage Accounting.

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

There are times when the debit and credit columns are the wrong way around in AutoEntry, as it can't always decipher the correct orientation for all banks/credit card statements.

  1. When viewing the incoming bank transactions for an account, use the checkboxes to the left of the transactions (or the master checkbox to 'select all') and click on the trash can to delete those transactions.

  2. Click to view the extraction for the desired account in AutoEntry.

  3. Click on Switch Debit / Credit at the top of the extraction and the columns will swap over.

  4. The dates will appear as previously exported (blue italics). Select the dates, ignoring the previously exported dates and export as usual. A warning will be included in the confirmation popup that it might result in duplicates.

    ⚠️ CAUTION: Make sure you've deleed correct transactions from Sage Accounting before exporting to avoid duplicate transactions.

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