How to use AutoEntry to convert paper or PDF bank statements to SortMyBooks upload files

If you do not have an AutoEntry account, set one up and get free credits here:

https://data.autoentry.com/signup/partner/E962F

How to use Autoentry to convert paper or PDF bank statements to SortMyBooks upload files 

1. Scan or photograph paper statements and upload to AutoEntry. If you already have PDF statements, upload them to AutoEntry

2. Download from AutoEntry selecting type SortMyBooks

3. Upload to SortMyBooks using type STMT Auto Entry 

See screenshots below.