Discover how to set up an account and integrate with an accounting package, such as Sage Accounting, Xero or QuickBooks Online.
Sign up to AutoEntry at www.autoentry.com.
The signup process guides you through the initial setup, including integrating your accounts package to AutoEntry and adding a company.
Check your contacts have synchronised.
Check your categories have synchronised.
Before you upload any file for extraction, make sure the file format and content is compliant to avoid file rejection.
When you're ready, click Upload to import and extract your files.
Select the relevant folder.
Select the files to upload carefully. The process will start immediately.
Check the progress from the Activity tab.
Once the file is ready, access the Inbox to view the list of invoices.
Click View on the left to access the invoice details.
Set the Supplier/Customer Account, Category and Tax Code* for the invoice. You need all three fields to be able to publish the invoice.
*Tax code selection depends on your local tax requirements or settings.
Click the green tick icon to publish the invoice to your accounts package.
The publication process will post the invoice through to the relevant supplier/customer account within your accounting package.
TIPS
Manage your lists
You can hide any contacts or categories you don't want to use.
Activate full lines extraction
If you want to extract all the line items within an invoice, you can activate this during upload or for all invoices. This uses an extra credit per invoice.
Set up defaults and automation:
Rather than selecting codes manually every time after extraction, you can set up default tax categories and activate automation.