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Everything you need to know about banking in QuickBooks Online - Discover more

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EmilyMockett
Level 7

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We use AutoEntry for many of our clients and it is one of our top apps here at PJCO that we will recommend to many businesses. 

 

Further on from Jack's post - AutoEntry will allow you to create supplier rules so most of your expenses will automatically be catagorised to the correct expense accounts within your QuickBooks Online meaning less time entering information.

 

The most common reason we use this application is for expense and bill capture for digital record purposes. However when we first started using AutoEntry (a little while back now) we initially used it to upload scanned bank statements. AutoEntry will produce a .csv file that can easily be uploaded into your bank within QuickBooks. This was a great solution for the many QuickBooks set ups we complete and saved us a lot of time! 

 

Emily

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