Once you've uploaded your scanned bank statement pages and AutoEntry has completed the extraction it takes only a few clicks to get that data into QuickBooks Online.
In your Bank Statements inbox, simply click the Download button on the statements you wish to import to QuickBooks Online and select the 'Web Connect File' option:
Some details will then appear in the pop-up window for you to confirm. The account number is populated automatically and all you need to confirm is that the currency is correct. The other fields are for importing to QuickBooks Desktop and can be ignored for QuickBooks Online.
The file then downloads automatically to your PC!
To import the file, you will need to open QuickBooks Online, click on the 'Banking' section, and to the top right click on 'File Upload':
From here, select the file you wish to upload by browsing for it as normal and click 'Next' on the bottom right. Confirm the account you're uploading to on the right-hand side of the next screen and click 'Next' again and 'Let's Go!' on the last screen (there's nothing to check or confirm on the last screen)
And that's it!
All those transactions are now for review in QuickBooks Online where you can confirm and match the recognised transactions and add/accept them as normal.
Apr 27, 2023, 07:00 AM