Uploading Bank Statements

To upload a bank statement, click into your company (from the All Companies screen), select Upload within the Bank Statement folder and drag and drop the file from your desktop into the window.

Specify a project to add the transactions under, if applicable.

Once successfully uploaded, a green tick will appear beside the file. The transactions will now appear within the Bank Statements Inbox.

AutoEntry will extract the following fields:
- Account Number
- Date
- Description
- Debit
- Credit
- Balance
- Check number (if applicable)

These training videos are owned by AutoEntry and are intended to be used a practical guide for people getting started with AutoEntry. Our features are updated from time to time and we try our best to keep these videos up to date. You can read more about AutoEntry's terms and conditions here.