AccountsPrep - How to Manually Enter Transactions for a Bank Statement

AccountsPrep guide on manually entering transactions for a Bank Statement.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over a week ago


This article will take you through the steps required to manually create a transaction for bank statement data.

Applies To

  • AccountsPrep integrated companies.


You can create transactions for bank statements manually on AccountsPrep by following these steps:

  1. Open AccountsPrep for the relevant company.

  2. Click the Banks tab, and select Bank Statements.

  3. Click Add Statement Data.

  4. Select the bank account from the drop-down menu, and click on the Enter data on-screen option. Once these are selected, click the green Continue button.

  5. Click Add Line + and create the transactions as needed before saving or posting.

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