AccountsPrep is available in Sage for Accountants through Client Management. After you activate the subscription from the client profile, you can access AccountsPrep and use it with AutoEntry.
📎NOTE: You can sign up to AccountsPrep from AutoEntry as a standalone product. The standalone version doesn't work with Sage for Accountants and doesn't include Making Tax Digital features.
About the integration with AutoEntry
When you subscribe to AccountsPrep from Sage for Accountants:
The system creates the company in AccountsPrep
The system integrates it with AutoEntry
You need to connect AutoEntry from the client profile. The subscription includes credits to process documents in AutoEntry. You can use both products together and move between the two workspaces.
The AccountsPrep subscription includes AutoEntry credits to process documents for that client.
📎NOTE: If you already use AutoEntry as a standalone product, that account remains separate and can't link.
Connect AutoEntry
To use AccountsPrep, you need to connect AutoEntry first.
Open Sage for Accountants.
Open Client Management.
Select the client, then select Products.
Go to Available to connect.
Select Connect on the AutoEntry panel.
Activate AccountsPrep
Open Client Management, then select the client.
Select Products, then Manage subscriptions.
Scroll to Outsourced Bookkeeping & Accounts.
Choose Select subscription.
Select Continue with subscription changes.
Select Confirm.
📎NOTE: Check the Sage for Accountant pricing page if required.
Access AccountsPrep and AutoEntry
After setup:
Open the client profile in Client Management
Access AccountsPrep and AutoEntry
Move between both workspaces
📎NOTE: Don't use the AutoEntry login page when you access via Sage for Accountants.
Set up your company within AccountsPrep
After you access AccountsPrep:
Set default settings
Set up the chart of accounts
Enter opening balances
For more details, see set up your AccountsPrep Company.
Use AccountsPrep and AutoEntry
For help using AccountsPrep, visit the AccountsPrep Help Centre
For help using AutoEntry, visit the AutoEntry Help Centre
Help content
Help Centre content reflects the standalone versions of AutoEntry and AccountsPrep. You can still use this guidance, as most features are the same. Some navigation and settings differ.
Feature differences
Not available in standalone AccountsPrep
Making Tax Digital (MTD): Only available through Sage for Accountants
Not available in Sage for Accountants
Some standalone AutoEntry pages and settings don't appear when you use Sage for Accountants. Use the equivalent options within Sage for Accountants instead.
For more information, see Differences between AutoEntry standalone and Sage for Accountants.