If you already have an AutoEntry account, you can use AccountsPrep as an add-on for clients who don’t have an accounting solution.
📌TIP: Visit our article What is AccountsPrep? for more information.
Before you start
Before you integrate with AccountsPrep, you need to have:
Integrate with AccountsPrep
Once your subscription is active and you've created an AutoEntry company, you can integrate it with AccountsPrep. You do this the same way as integrating with other accounting software.
Log in to your AutoEntry account.
From the Home section, select the company you want to integrate with AccountsPrep.
Click Integrate.
Select the AccountsPrep option.
Once complete, you can access AccountsPrep for this company. Go to the companies' list in AutoEntry and click the green AccountsPrep link in the Integration Status column.
Next steps
Before you can start importing bank statement data into it, there are some setup steps you must complete in your newly created AccountsPrep company.