Quick Guide To Getting Started For Non-Integrated Companies

Just want to export .csv or Excel files? It's this easy...

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

This article will take you through the steps for getting started using AutoEntry when you do not want to integrate a company with an accounts package.

  1. Sign up to AutoEntry at www.autoentry.com. The sign up process guides you through the initial setup including adding a company. You can skip the stage for integrating with an accounts package.

  2. On the homepage for that company, click +Upload to upload your files.

  3. Once processed (click here for turnaround times), click on the Inbox to view the list of invoices.

  4. Single invoices can be viewed by clicking on the blue eye icon to the left.

  5. Click the checkbox to the left of each invoice and then download it as a .csv file or Excel Spreadsheet.

*Requirement to select a tax code depends on your local regulations.

Additional Information

  • If you only use AutoEntry to upload bank statements, here are the steps you will need to follow to download them as a .csv or Excel file.

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