How to Use AutoEntry: A Beginner’s Guide in 2025

Are you spending way too much time typing in numbers and info from papers like bills and receipts?

It can feel like it takes forever, right?

And sometimes, you might even make a little mistake when you type.

This guide will show you the simple steps on how to use AutoEntry so you can save time and get things done more easily. 

Let’s learn how!

What’s AutoEntry and Why Use It?

Imagine you have lots of papers, like bills and receipts, for your business.

Normally, you’d have to type all that information into your computer.

That can take a lot of time, and sometimes you might type something wrong.

That’s where AutoEntry comes in!

Think of AutoEntry as a super-smart helper app or software on your computer or phone. 

Why is this so helpful?

• Saves You Time: Instead of spending hours typing, AutoEntry does it much faster. You get more time to do other important things for your business.
• Less Mess-Ups: When people type, they can make mistakes. AutoEntry is really good at reading things correctly, so there are fewer errors in your records.
• Easier Work: It makes dealing with invoices and other documents much simpler. You don’t have to stress about all that typing.

If you ever get stuck, AutoEntry usually has an AutoEntry help center online where you can find answers to your questions.

So, using AutoEntry is like having a helper that makes dealing with paperwork much easier!

Getting Started with AutoEntry

Let’s talk about getting AutoEntry ready to go.

You’ll need an account to start.

How to Put Your Papers into AutoEntry

So, you’ve got your AutoEntry account ready.

Now, how do you get your documents in there?

It’s pretty simple.

Using Your Phone to Upload

If you have the AutoEntry mobile app on your phone, this is easy.

Just open the app.

There should be a button that lets you take a picture.

Take a clear picture of your invoice or receipt.

The app will then upload it to your AutoEntry account.

Sending Documents Through Email

Sometimes, you get bills or invoices in your email.

AutoEntry gives you a special email address.

You can just forward those emails with the document attached to that special address.

AutoEntry will then grab the document and start reading it.

Uploading Files from Your Computer

If you have files like PDFs of your invoices on your computer, you can upload them that way too.

When you log in to the AutoEntry website on your computer, you’ll see a button labeled “Upload files.

Click that, find the document on your computer, and click “open.

AutoEntry will take it from there.

One Paper at a Time is Best

It’s usually a good idea to upload one invoice or receipt at a time.

This helps AutoEntry read them correctly. 

If you try to upload multiple papers at once, it might get confused.

Getting Your Documents into AutoEntry

Okay, so you have your AutoEntry account all set.

Now, let’s talk about how to get your papers in there.

It’s not too tricky!

Using Your Phone to Upload

If you have the AutoEntry app on your phone, this can be super easy.

Just open the app. Look for a button that lets you take a picture.

Take a nice, clear picture of your invoice or receipt.

The app will then upload it to your AutoEntry account.

Sending Papers Through Email

Sometimes, companies send you bills or invoices through email.

AutoEntry gives you a special email address.

You can just send those emails with the bill attached to that special address.

AutoEntry will grab the paper and start to read it.

Uploading Files from Your Computer

If you have files on your computer, like a PDF of a bank statement or an invoice, you can upload them that way too.

When you visit the AutoEntry website on your computer, you’ll see a button labeled “Upload files.

Click that button, find the file on your computer, and click “open.

AutoEntry will take it from there.

What About Bank Statements?

Good news! AutoEntry can also work with your bank statement.

You can usually upload a digital version 2.0 (like a PDF) of your bank statement, just like you do with other documents.

Some older versions 2.0 might need to be saved as a PDF first.

You usually don’t need to scan a printed bank statement if you can get a digital one from your bank.

One Paper at a Time is Usually Best

It’s generally a good idea to upload one document at a time.

This helps AutoEntry read everything correctly. 

If you try to upload multiple papers at once, it might get a little mixed up.

Looking at What AutoEntry Finds

After you upload your documents, AutoEntry gets to work.

It tries to read all the important information.

You’ll usually see these papers in a special place in your account.

It’s a good idea to take a look and make sure AutoEntry got everything right.

Checking the Information

When you open a document that AutoEntry has looked at, you’ll see different boxes with information.

For an invoice, it may show who you bought something from, the date, what you purchased, and the cost.

An expense receipt will show where you spent money and how much.

Making Changes if Needed

Sometimes, AutoEntry might not get everything perfect.

Maybe it reads a number wrong, or it doesn’t know which account to put something in.

That’s okay! You can usually click on those boxes and change the information.

For example, if it got the date wrong, you can select the right date.

What About Different Ways to Pay?

If you paid with credit, AutoEntry should usually pick that up.

It will try to figure out if it was cash, a credit card, or something else. 

You might need to double-check this sometimes.

Setting Up Rules to Help

AutoEntry has a cool feature where you can set up rules.

For example, if you always get invoices from the same company, you can tell AutoEntry always to put those in a certain account.

This can save you time from having to select the right account every time.

You can usually find these options in the settings part of your account.

Working with Your Accountant

AutoEntry often makes it easier to share information with your accountant.

Because it puts everything in a digital format, they can usually access it more easily.

You might even be able to give your accountant special access to your AutoEntry account so they can see everything directly.

If you have questions about how things are being categorized, it’s always a good idea to send your accountant an email or talk to them.

They can help you make sure everything is set up correctly.

Sending Your Info to Your Other Programs

Okay, you’ve uploaded your papers, and you’ve checked to make sure all the information looks right in AutoEntry. 

That’s where the “publish” button comes in!

What Does “Publish” Mean?

Think of “publish” like sending a message.

When you click the “publish” button in AutoEntry, you’re telling it to send all the information it has about that invoice, receipt, or bank statement over to your other program.

Finding the “Publish” Button

Usually, after you’ve reviewed a document in AutoEntry and are happy with it, you’ll see a button labeled “Publish” or “Send to.

You need to select the document you want to send and then click that button.

Checking Your Other Program

After you click “publish,” you should go and check your other program (like Sage or QuickBooks).

The information from AutoEntry should now be there.

For invoices, you’ll probably find them in the section for bills you need to pay or bills you’ve sent out.

For expense receipts, they’ll likely be in your expense area.

For bank statement info, it will usually be in your bank transactions.

What if It Doesn’t Show Up?

Sometimes, it might take a minute or two for the information to show up in your other program.

If it doesn’t appear right away, try refreshing the page.

If it’s still not there, you may need to check your AutoEntry integration settings to ensure it’s connected correctly to your other program.

You can usually find help with this in the autoentry help center.

Publishing Many at Once

Good news! You usually don’t have to publish each document individually. 

You can often select a bunch of documents that you’ve checked and then click a “publish all” button.

This can save you even more time!

Conclusion

So, that’s how to use AutoEntry.

It has a few steps. 

But it gets easier. It can really help with business papers.

Less typing for you! More time for other things.

AutoEntry reads your invoices and receipts.

It even reads your bank statement.

You upload them. You check if it looks right.

Then you click “publish.” It sends the info to other programs.

Your accountant can see it too.

Frequently Asked Questions