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Integrate with AccountsPrep

How to add AccountsPrep to your AutoEntry account (Standalone).

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over 2 weeks ago

If you use AutoEntry as a standalone account, you can integrate with AccountsPrep for your book-keeping needs. This comes as an alternative for businesses not using any accounting software.

📌TIP: If you keep books for multiple clients, you’ll soon be able to sign up to AccountsPrep through Sage for Accountants. (Planned release February 2026).


Before you start

To be able to 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.

  1. Log in to your AutoEntry account.

  2. From the Home section, select the company you want to integrate with AccountsPrep.

  3. Click Integrate.

  4. Select the AccountsPrep option.


Accessing AccountsPrep

Once your integration is active, you can access AccountsPrep for this company from within AutoEntry.

  1. Log in to AutoEntry.

  2. Click Home to access the companies' list.

  3. Click the green AccountsPrep link in the Integration Status column.

AccountsPrep link from the integration status.

Alternatively, if you’re already in the company folder, you can click AccountsPrep from the left menu next to the company settings.

You can then navigate between the two workspaces back and forth as you need.


Company set up

Before you can start adding your transactional data, we recommend you set up your company default settings within AccountsPrep first.

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