Bank and Credit Card Statements | AutoEntry Help Center

Uploading Bank/Credit Card Statements

AutoEntry Bank Statements Overview

An overview of AutoEntry's Bank Statements folder and how to upload.

Written by Brian Carolan
Updated this week

ePDF Bank Statements and AutoEntry

An overview of ePDF Statements, and the huge benefit of uploading them to AutoEntry!

Written by Brian Carolan
Updated this week

Bank Statement Projects

What is a Project and what does it do?

Written by Brian Carolan
Updated over a week ago

Can AutoEntry remove pages from Bank Statements?

Can I remove pages before uploading?

Written by Tara Broderick
Updated over a week ago

After Processing

Bank Statements Activity

A full list of all bank statements uploaded to and processed in this company and their current status

Written by Brian Carolan
Updated over a week ago

Bank Statements Inbox

How to navigate around the Statements Inbox and find your statements

Written by Brian Carolan
Updated over a week ago

Why are my Bank Statements Being Merged?

What should I do when my Bank Statement pages are being processed together?

Written by Emma Carroll
Updated over a week ago

Single Bank Statement View

Navigating the Single Statement view.

Written by Brian Carolan
Updated over a week ago

Downloading Extracted Statement Data and Importing to your Accounting Software

How to download your bank statement data after it has been extracted.

Written by Brian Carolan
Updated this week

Statement Export to Excel and Transaction Descriptions

Statement transaction descriptions missing from Excel download.

Written by Brian Carolan
Updated over a week ago

Rejected Bank Statements

The Rejected page and why statements are rejected.

Written by Brian Carolan
Updated over a week ago

Moving Bank Statements to Another Project

Can bank statements be moved to another project?

Written by Sukhi
Updated over a week ago

Missing Pages on Bank Statements

What to do when your bank statement is missing pages.

Written by Emma Carroll
Updated over a week ago

Switch Debit/Credit Values

An option to switch the debit and credit values within the bank statements folder.

Written by AutoEntry Support Team
Updated over a week ago

Fast Coding Statements

Fast Code Statement Transactions Overview

For coding (applying nominal accounts) of statement transactions.

Written by Brian Carolan
Updated over a week ago

Fast Code Bank Statements to QuickBooks Online

Fast coding statement transactions to nominal accounts and payees/customers for a QuickBooks Online integrated company.

Written by Brian Carolan
Updated over a week ago

Fast Code Bank Statements for Non-Integrated Companies

How to code your bank statement transactions to nominal account level.

Written by Brian Carolan
Updated over a week ago

Exporting Statement Data Direct to Sage Accounting (excl. Australia & Sth. Africa)

SBCA Bank Statement Export Failed

How to clear the error 'Export failed' when exporting bank statements to SBCA.

Written by Emma Carroll
Updated over a week ago

Exporting Bank Statement Data to SBCA

Here's an overview on how to export your bank statement data from AutoEntry direct into Sage Business Cloud Accounting.

Written by Brian Carolan
Updated over a week ago

Duplicate Check when Exporting Statement Data to SBCA

Details on the duplicate checks AutoEntry uses to alert you of duplicate transactions.

Written by Brian Carolan
Updated over a week ago

Changing the Bank Account for Exporting to SBCA

How to change or re-link the Bank Account in AutoEntry when exporting to SBCA.

Written by Brian Carolan
Updated over a week ago

SBCA - Swapping the Debit and Credit Column

Tool to swap the debits and credits in case the statement data is incorrect for SBCA integrated companies.

Written by Brian Carolan
Updated over a week ago

SBCA - Downloading Full Account Details

Downloading the full account details under the Export History.

Written by Brian Carolan
Updated over a week ago

Troubleshooting issues when exporting Bank Statement Data to SBCA

Start here to resolve issues when exporting bank statement data to Sage Business Cloud Accounting

Written by Garrett Banahan
Updated over a week ago

Troubleshooting

Unable to upload Bank Statement - AuthError: Authorization Required

AuthError: Authorization Required when trying to upload a Bank Statement.

Written by AutoEntry Support Team
Updated over a week ago

Does AutoEntry support Bank Reconciliation?

An overview of Bank Reconciliation abilities in AutoEntry.

Written by AutoEntry Support Team
Updated over a week ago

Why Can't I See Processed Bank Statements in my Inbox?

Why processed and released bank statements may not be showing in your Inbox temporarily.

Written by Emma Carroll
Updated over a week ago

Error: 'PDF file requires a password'

How to clear the Bank Statement Status: 'PDF file requires a password' when uploading.

Written by AutoEntry Support Team
Updated over a week ago