How AutoEntry Automates Data Entry In QuickBooks Online

I recently caught up with Brendan Woods with AutoEntry in Atlanta, GA and we interviewed him about AutoEntry and how they help accountants and bookkeepers automate their data entry into QuickBooks Online.

AutoEntry Interview Video Transcript

Welcome to QBOchat interviews. Join us as we interview some of the best apps, that integrate with QuickBooks Online and learn how these Apps are making life better for accountants and bookkeepers.

– [Cathy] Hey guys, this is Cathy Iconis with QBO Chat, and I’m here with Brendan from AutoEntry

– Absolutely

– [Cathy] And, I’m excited to hear more about your app, so tell me about AutoEntry and what you guys do.

– So, as the name suggests, AutoEntry automates your data entry, right? So, the whole concept of what we’re trying to do is to allow bookkeepers, accountants, and even business owners to spend more time getting the value out of QuickBooks more than just spending the time getting information into QuickBooks, right?

So, the reason why our whole app exists, is we realized some time ago that businesses were often spending a multiple of what they were spending, say, on QuickBooks itself, just getting the information into it. And so we said well, if we can automate that, that’s a really big problem solved. So that’s what we do.

So be that the payables like the accounts payable side of things, where it’s the business expenses, the bills, the receipts, the credit notes, and so on. We automate all of that.

Even for bookkeepers and accountants, sometimes, their clients may not even be raising their sales invoices yet in QBO itself. They’ve yet to encourage their client to interact with QBO, and so sometimes they’re still writing sales invoices externally. That might be a necessity because of the niche type of business they’re in. And then the bookkeepers have to re-enter that information into QuickBooks, so we can automate that, too.

And, finally, then, you’ve got things for tax, you’ve got guys that come in, they’re kind of once a year, and they’ve got a year’s worth of bank statements, and that kind of thing, and normally, how do they get that information in without the manual data entry? They don’t.

So we can do that, so they can upload, scan bank statements, credit card statements. We extract all of the transactions, we get you fast coded into QBO, so it’s done in minutes.

– [Cathy] Awesome.

– So, they’re the three main things that we’ve always been focusing on. More recently, we’ve released expense reports, so, employee expense reports, so that they can be ringfenced per employee, so they can actually snap all their receipts and put them into a report, submit them, get them approved, and then all of that together goes into QBO.

So, that’s what we’ve done already, and primarily, most of our customers tend to be, actually, accountants and bookkeepers, only because, I suppose, immediately, they see the huge value. If they have 20 clients or 50 clients or more, and they’re saying, you know what, we’re paying lots of people to get this information in, but not only that, we want to get bigger, we want to take on more clients, and our biggest issue, often, it’s not the cost of the data entry, it’s getting good people to be able to do that for you because they can only do so much themselves.

So, what we’ve seen now, is we’ve got independent bookkeepers go from, well, I used to have 15 clients, and I was trying to hire someone, but it wasn’t really working out, whereas now, if I can automate the data entry, I can actually facilitate 40 clients myself. And I get the feel that I’m spending more of my time doing the important stuff for that business owner so I can actually interpret that information and advise them on maybe they can do things differently, better, even more wary of their cashflow.

Because while there are wonderful cashflow apps, for example, unless the information is in as to what bills need to be paid, in 30 days time, that cashflow forecast isn’t going to be right. So, the sooner that information can be got into the system, the more the accountants and the business owners can benefit from it.

What types of users are the best fit for AutoEntry?

– The funny thing is, we solved the problem for a broad range of documents, so it’s not just the bills and receipts, and because they granularity of the functionality that we offer is probably more extensive than any of our competitors.

So, for example, for bills, there’s a lot of apps out there that will capture a bill and put the vendor bill into QBO, but they maybe don’t capture the line items. So, if you’re a restaurant or you’re a manufacturing company, or you’re a retailer, and actually, your suppliers have bills with lines and lines and lines of products or parts or food items, and you actually don’t just allocate all of that to one expense account, different lines, maybe need to go to different expense accounts, different GL codes, but they may also even have to be tracked to different clients because a contractor may buy lots of materials, but actually he gets one bill, but those materials are going to four different projects, so without that line item detail you don’t get to do what you need to do. So, we’ve always offered things like full line item capture.

We’ve now released, recently, a really granular rules engine for invoices, for bills, so you can build rules like you’d have for bank rules, but you can say, well, if a line item for this vendor begins with this six-digit code, like a SKU, well, then it goes there. If it contains the word frozen, it goes to the frozen foods category I’ve set up in my chart of accounts.

So, it can do really granular things, and those rule engines mean that you can have ten pages of line items and as soon as you open up AutoEntry, not only have we captured the key information, like the total of the bill and who it’s from, but actually all of that detail, and it’s mapped to the product or service or the proper GL account that ordinarily would take a lot of time to do.

What are the features that accountants love about AutoEntry?

– For the bookkeepers, it often is more the accounts payable side of things. They’re capturing the bills and receipts, but also expenses and having the appropriate ringfencing of expenses so they can go through approval, but the payables. It is always about the payables for them.

It’s is the mobile app really simple for my clients to use, does it protect me from letting the user do too much and actually miscode things or try to do some of it themselves, when actually I only want my clients to take the pictures, get the documents to me as soon as you actually receive them, and just tell me the two basic pieces of information I don’t know. Tell me how did you pay for it and does it need to be tagged to a particular location or class?

With that, they’re saying, you know, this is great, because not only that, but the pricing model is such that one bookkeeper can have a subscription of AutoEntry and they can have all their clients eat out of that one pool of credits, right?

So, it’s like tokens, so you can say I need 3,000 documents captured a month, but even if one of your clients does five, you’re only paying for five. It means you can put all of your clients on and not worry that you’re paying — is it worth while to put this client on this app, because it’s $30 a month or something like that, and maybe they have such few number of documents. I’ll only use it for certain big clients and I’ll keep them separate, but then you don’t have a standard streamlined process, so your practice isn’t benefiting from the ability to scale. It’s a whole mixture of things, so as I said, for different people, it’s different things.

Are you ready to see AutoEntry?

Thank you Tom for taking your time today to show us AutoEntry so that we can learn more about the product and what all you guys do.

– Absolutely, and Cathy, yeah, I’ll return the thanks. Thank you very much for having me. I saw you interviewing Branden at Scaling New Heights and we had an awesome event there. So, it’s really good to finally get to record the, you know, the demonstration.

So for those of you that have never sort of heard of AutoEntry before, haven’t come across this before, really the problem that we’re solving for CPAs and bookkeepers all over the world is the problem of getting data into the software. So, getting things like bank statements, bills, invoices, receipts, credit card statements.

Really what we try to do is ensure that we can get that financial data into QuickBooks Online or actually even QuickBooks Desktop as quickly and as efficiently as possible so that you’re left with real-time information that you can use to then deliver sort of more value to your clients.

So, as you can all see, this is I suppose really what AutoEntry looks like. As soon as you log into AutoEntry, so you can access us, you know, like any other cloud software, just through autoentry.com, and when you come through to it what you’re gonna see is what we actually like to call the AutoEntry dashboard.

Now, we can see here along the left hand side essentially what we do is we just have all of the clients that we’re looking after. So, this is would just be all your clients here, and then we have just an overview of their activity and what packages they’re integrated with.

So, as we can see here we’ve got integration status with QuickBooks Online. We’ve got out purchases. So you’ve got seven here, which that purchase is gonna be our bills, our sales invoices, and then our bank statements as well.

Now, what I’m going to do for the purpose of this demo is I’m actually just gonna click onto one of these companies and I’m gonna click on Burgundy LLC here, and what that’s gonna do is that’s gonna take me through to our folder screen.

Now, as you can see here we have four succinct folders. We have a folder for our purchases, our sales, our statements, and then actually our expense reports as well.

Now, what I’m gonna start with is I’m gonna start with the bills, so purchases, and the reason why I’m gonna start with that is this actually tends to be our most popular one for our, for our CPA clients having a problem with sort of clients that they’re doing, you know, what I would like to call sort of outsourced accounting clients, clients that are bringing in the sort of bag of rubbish, if you will, and someone’s having to manually enter that into their software.

So, what I’m gonna do is if we just step back and think about the workflow for a second, let’s just say Mr. Smith, Mr. Client comes at me with a big bag of rubbish full of bills. Alternatively, the client themselves has these bills and they’re having to manually enter them into QuickBooks Online. All I’m gonna do is I’m just gonna take that data and I’ve got a choice.

I’m gonna scan it in my office through my standard office scanner, and absolutely any scanner will do. I’m gonna scan, get the client to make a scan and email it over to me, so that each one of your AutoEntry clients would have a unique email address.

Or alternatively I’m just gonna take out my smart phone and I’m just gonna snap a bunch, a bunch of pictures of my client’s bills, or alternatively get my client to download the smart phone application and get my client to do that.

Now, I’m just gonna click, I’m gonna pretend that I manually scanned the data through. I’m just gonna click upload for a second. ‘Cause there’s one sort of I suppose differentiating sort of functionality if you will that I wanna highlight for everyone, and that is this. Yeah, whenever you upload data into AutoEntry, AutoEntry is gonna automatically detect the single and multi-page items.

So let’s just say I’ve got a big stack of bills. Let’s call it 100. I’ve got 100 bills from Mr. Smith, the client. All I need to do is just put them in my office scanner, scan them all through, and AutoEntry will detect where there’s a single page bill and a multi-page bill and parse them out as is required.

– That’s great.

– The second thing that I wanna highlight on this as well is I wanna highlight the capture of line items, and the reason I do that is to be honest with you this is, this is kind of what, the functionality we double down on, our ability to capture line items. So, every, every bill that we’ve processed through AutoEntry we can capture line items, should you choose to, and also subsequently after we capture line items we can also set up line item rules to ensure that wherever we’ve caught the line items they’ll be coded wherever, wherever they’re needed to be, which I’m gonna demonstrate to you in a couple of minutes.

So, I’m gonna browse my files, gonna upload my data, and essentially what I’m gonna do then is just kind of forget about it, and let AutoEntry just extract all of the transaction data. And when AutoEntry has done that, what’s gonna happen is you as the user is just going to receive a notification saying, hey, you know, John uploaded 200 bills to Burgundy LLC, as we can see here. Please log into AutoEntry and view the data that’s been captured. And all we’re gonna do is we’re gonna click on the inbox and it’s just gonna show us the transactional data we’ve captured.

So, as you can see it’s a pretty simple layout. We’ve just got the dates, the supplier name, the currency, and then the total of the bill. And what’s actually being brought in from our QBO account is as we can see here we call it the supplier account and the category, but for QBO speak if you will the vendor name and the account. And of course we can also code it to the correct location and class should that be required.

But, so this is kind of just a high level view of what we’ve done. We’ve just captured all the data off the document. But actually if we just go a step further what I’m gonna do now is I’m actually just gonna click onto this AutoEntry eye symbol here. And the left hand side here, what that takes us through to is we’ve got all of the information we’ve captured.

So we’ve captured, as you can see, this supplier name, you know, all of this, all of this really valuable information. Captured the reference field, et cetera. Again, there’s a few things that I want to highlight to you in this page that may set us apart from everyone else that does this because, you know, there’s other players that do this, this kind of work.

Now, the first thing I wanna bring to your attention here is the, is the PO matching. AutoEntry is the only data capture app in the QuickBooks Online ecosystem to offer PO matching. So essentially what that means is if you’ve got a purchase order that is in QuickBooks Online for this amount from this supplier we will automatically reconcile the bill against the purchase order.

So, again, if we take a step back and think about what niches that’s gonna be relevant for, or, sorry, I’m in America, niche.

– [Cathy] Yeah.

– Think about what, where that’s gonna be relevant for is,it’s construction, it’s manufacturing, you know. We’ve noticed actually in hospitality as well. Anyone that’s using a ton of POs this is gonna be really valuable for.

What we can also do here is if I just scroll down we’ve got, we can mark this bill to go through as paid. So, instead of it going through as just a bill to QuickBooks Online so it’s unpaid, we can actually make sure it goes through as an expense, so, a paid transaction.

So we’ve got the payments account here. So we might want to use the, whatever, the current account, publish to an expense. We’ve got the date that it was paid, the reference, and the payment method as well, if it was check, cash, et cetera, et cetera.

And what we’ve also got as well which is going to back to sort of, you know, what’s, where AutoEntry really suits, what particular clients it works with, is think about, going back to the construction firms and manufacturing, which I know I’m talking about that a lot.

We don’t, we have such a broad swathe of clients, but this is where a lot of CPAs have found value in this functionality is the concept of billable customers. So, what you can do is you can allocate a bill to a customer.

So, say for example you want to allocate all of this bill to Geeta Kalapatapu. What that’ll do is that will allocate this bill. When you send the invoice from QuickBooks Online this bill will be included on their final invoice.

Alternatively, if you’re using something like Home Depot and you’re buying multiple goods for multiple customers from one supplier, or I should say your clients are doing that, you can just allocate it per line item to the customer.

And just a final thing on line items that I wanted to highlight for you as well is that we, while QuickBooks Online has the concept of bank rules which is really, really useful AutoEntry has the concept of line item rules, which essentially means that what we can do is we can set up whenever we see a transaction with this description it will automatically be coded to job supplies, and we can even go into a little bit more granularity with that.

We can see whenever you see the keywords, let’s just say CPF in this case, whenever you see the keyword CPF from this particular supplier, from Lennox, automatically code it to job supplies. It could say 10 times CPF or it could say box of CPF. It doesn’t really matter. Whatever, whenever it has that keyword in the line item it will always be coded to that job supplies which to be honest with you a lot of our clients have really seen that as kind of the next stage of data capture automation.

Now, I just want to, before we move onto the bank statement side of things which is I suppose in a whole other area that we cover I want to cover, I want to show you what an invoice would look like with inside QuickBooks Online.

So, let’s just have a look at this one here and this green tic here means the data is in QuickBooks Online, and should I choose to remove it from QuickBooks Online I can unpublish it, just like this one here. I have unpublished that bill. But I’m gonna click on the AutoEntry eye here and what we’re gonna do is, again, it’s the same thing guys. The left hand side is the data in. We can see that this didn’t match up with the purchase order ’cause obviously there wasn’t one available, and then we’ve got all of the line items that haven’t actually been
allocated to a customer.

But this bill is actually in QuickBooks Online, and as I said, we can tell that because it tells us. So I’m gonna click on expense transactions and as we can see that’s gonna take us straight through to our expenses and I can see this bill here, BrowserStack. And what I’m gonna do is I’m gonna click on BrowserStack and essentially what we’ve done is we’ve just created the transaction within QBO.

So you can see that this transaction has gone in, the mailing address, the bill date, due date, et cetera. The payment status is paid. All of those line items we wanted to capture, that’s been done for us. And also, what I think is really useful, and actually just necessary, totally necessary, is behind every transaction that AutoEntry creates within QuickBooks Online will be a source copy of the document, as you can see here.

– [Cathy] That’s great.

– So, I mean, it’s super important because you know, on occasion Mr. IRS, he might come a-knocking, and if he does, you’re gonna need the, you’re gonna need the source documents. You know, protect yourself, protect your clients kind of thing.

– [Cathy] Yes. Well, and even for me, I like, if there’s ever a question while you’re looking through the books, or if you have an auditor, a financial auditor, that wants to see the detail behind the transaction or anything like that you have it there instead of having to go to your other system to pull it up.

– Absolutely, yeah, absolutely. As I said, it’s just a necessity. You just need it now.

Now, taking a bit of a pivot, the other thing that I suppose really makes us unique and this has again been, you know, been cognizant, But we’ve only been in the US now for about seven, eight months, but in that time the feedback that we’ve got is that people love our bank statement capture as well. They really love our bank statement capture, and that’s something that’s quite unique about ourselves.

Eight years ago there was just three of us in the company and we just captured bank statements. That’s really what we did for the UK market and we sort of pivoted into capturing bills and et cetera about four years ago. So we’ve got a load of history in doing bank statement capture.

So, it’s a similar kind of process, yeah? So let’s just say Mr. Client brings us in the annual write up, 12 months worth of bank statements that I don’t wanna type into accounting software nor do I wanna sit there and have to pay one of my members of staff, because you know, again, one of the issues that I’ve kind of seen AutoEntry resolving is to be honest with you that of staff churn because let’s be honest with each other.

I mean, staff don’t want to do this type of work. They wanna do something more, more interesting.

So what I’m gonna do is I’m gonna get those bank statements and I’m just gonna scan them through my office scanner. There’s a, the only peculiarities with bank statements is that we do not let you take photos of them and we do not let you email in data, because from a security perspective emailing in bank statements with GDPR and all the other, all the other sort of security acronyms we could mention, we have to be really careful with our clients bank statement data.

So, what I’m gonna do is I’m just gonna upload them. Yup, scan my data in, and just select the project. So, it might be FY ’19, Q one, whatever, and just upload my data. What AutoEntry is gonna do is the same thing for the bills. It’s just gonna capture and extract all of the transactional data off the bank statements.

What’s gonna happen next is AutoEntry has done the extraction and we’ve, we can see here we’ve extracted the account number, the date range, and any notes. So you might be asking, you might be thinking at least, what notes really are relevant?

Well, things like pages missing. It happens all the time with clients. If AutoEntry detects a page missing it will flag that up in the note field for you. Now what I’m gonna do now is I’m just gonna click on the AutoEntry eye again. So, you can probably see a reoccurring theme.

– [Cathy] Yeah.

– And as we can see the left-hand side is the transactional data we’ve extracted, and then when this loads up the right-hand side is gonna be the original copy of the bank statements.

– [Cathy] Wow.

– And as we can see, this is a pretty common Wells Fargo statement, but for, just for the sake of clarification AutoEntry works with any institution. It can be the Building Society of Western Ohio. It really doesn’t matter. AutoEntry works with the 6,000 banks here in the US. There’s about as many credit unions as well, I think just under 6,000, and you know, Lord knows how many credit card companies. AutoEntry will work with all of them. It really doesn’t matter.

What I’m gonna do now is I’ve got two choices. I can hit download. I can go, if I’m going into QBD I’ve got a web connect file there that I can upload into QBD. I’ve got a QBO CSV format, which I’m sure all of you know how to upload a CSV file into QuickBooks Online, just via File, Upload.

Alternatively, and actually what’s really pop, this is another sort of element of really popular functionality is instead of just downloading the bank statement data just hit fast code to QuickBooks. And essentially what this allows you to do is this allows you to send the financial transaction, the bank statement data, directly through to the general ledgers in QuickBooks Online as bank transactions.

So, the reason we called it fast code is because it allows you to code the data quickly. So I’m just gonna hit details here and let’s just say hypothetically all these wire transfers let’s just say they’re all for one supplier, just for the sake of the demonstration. I’m gonna highlight them all. So I’m gonna click on my first row. I’m then gonna click, I’ll do that again. I’ll click on my first row, and click on my top row here, and while I’m holding my Shift key on my keyboard and then I can just say, right, that is all supplier just hypothetically Advantage Car Rental. And that is for travel. And I can see location, class, et cetera, and I’m just gonna go publish, and as I said, that’ll send those transactions directly through to the GL in QuickBooks as bank transactions. So you can see that instead of having to, the CSV file or even, you know, worse, manually type this data in, this will just send the data directly through into QuickBooks Online.

– [Cathy] So you guys have your own little bank feed almost, but what we have in QBO is just, yeah. It’s a similar concept.

– Kind of.

– Yeah.

– Yeah, do you know how I positioned it, Cathy? I think the way that I really like position it is that consider AutoEntry a bank feed when you can’t get a bank feed, yeah?

– [Cathy] Right, right.

– You know, acknowledging the reality that the most efficient way to do things is absolutely to use the bank feed within QuickBooks Online. And we stress, it’s imperative for us that we stress that to all of our clients.

However, in my experience when I’m having conversations with CPAs and I’m having conversations with bookkeepers everyone has at least one. Everyone has at least one client that says that they just, they think online banking is the devil, that it’s not reliable enough to use online banking, or use the bank feed, or whatever, or get it set up even and they just want to bring you paper.

And hey, if those listening, they have these type of clients, well, awesome. You know, we can fix that problem for you.

– [Cathy] Perfect.

– The final thing just to skim over is expense reports. We do expense reports and sales. Haven’t given these too much air time only because this is kind of the mainstay of our functionality and what we see people seem to be really attracted to, but expense reports are going to be quite similar to when you have the expense app out there, but to be honest with you it’s just gonna be a fraction of the cost.

So, if you have clients that are doing expense, that you do expense reporting for or need a better way to do it, they’re kind of price sensitive, AutoEntry’s gonna be exponentially cheaper than a lot of solutions out there. It’s really simple.

I use this app religiously. Do a lot of travel. So all I do is I just get my smart phone out when I’ve, you know, bought dinner or take a client out for dinner or whatever. Take a couple of, just take a photo on my, on the AutoEntry iPhone app. AutoEntry then populates the data. So we can see we’ve got the dates, the vendor, the expense category, and the amount, and actually I just do this within the app. All I do is I can just say look, that is allocated to Tom’s June report, and what AutoEntry is gonna do is AutoEntry is just gonna produce the report for us.

So I can see here Tom June report. This is my report for June. It’s still open. Obviously I haven’t closed it yet. I’ve just got two transactions here, and if I click on the AutoEntry eye I can actually just see that transaction data.

And what I can do now is I can then submit that report and that goes directly through to our financial controller who can then review and approve the reports and what’ll happen then is that transaction will go through as a bill. So these here will create a bill that will go through to AutoEntry purchases that you can then send through directly into QuickBooks Online.

With the supplier, the supplier is gonna, as you can see here, AutoEntry demo expenses, the supplier is gonna be the person who submitted the report in the first place. So, in my, in our QuickBooks Online we’re gonna have Tom Port as the supplier.

– [Cathy] Wow, perfect.

– Cool. So, I hope that, I hope that works for you. Hope that works for everyone.

– [Cathy] Yeah, so, so we saw multiple line entry. I know that was a big one. I like this purchase order thing. I hadn’t heard about that before. Loved looking at the bank statement stuff. That’s cool.

If you can go back to that homepage I’ve got some questions.

– Absolutely. So, here, so the folder screen, or do you want me to go way back to the–

– [Cathy] No, right here. Right here.

– Excellent.

– [Cathy] So what are the rejected items?

– I’m glad you asked that question with regard to rejected items because look, you know, let’s be, again, all will have to acknowledge the reality here is that software is very rarely perfect. The principal reason that we actually reject items is there’s two main culprits.

The big one is that it’s not an invoice, or it’s not a bill I should say. The big one is where people are uploading just as I said that kind of quote unquote bag of rubbish and they’re just uploading anything into AutoEntry, clients in particular.

And so, for example we can see this one here, this bill here, this is not, it’s not an invoice. That’s why we rejected it. So, if we have a look, yeah, we can see quite clearly that is not a bill, that is a bank statement. So it’s been uploaded to the wrong folder.

Another main reason why we would reject it is because it’s a duplicate. So, AutoEntry will automatically
spot for duplicates, which is really important, because you know that happens all of the time.

And then another reason, another sort of main culrpit is handwriting, and actually that’s why I’m glad you asked this question, Cathy, because often what happens when I’m at events, people seek clarification with regards to handwriting, yeah?

Handwriting, let’s just say OCR and handwriting are, let’s just agree they’re not the greatest of bedfellows. They, the reason why, if it’s handwriting like mine, if it’s like chicken scratch handwriting, yeah, it’s probably not gonna pick it up. If it’s pretty neat handwriting, then usually it’s okay. But again, that’s gonna be a sort of, so, for any of the, any people there that are dealing with a lot of clients that are receiving handwritten bills, I see this particularly in sort of the restaurant trade, just be mindful that if it’s really poor handwriting, you know, you might have a few headaches.

– [Cathy] All right, good. So it’s, yeah.

– Yeah.

– [Cathy] If it’s bad enough for the bookkeeper to have an issue when reading it.

– Good, that’s the best way to put it. That’s the best way to put it, yeah. So, if it’s, if the, if you are looking at it and you’re looking through squinted eyes trying to make it out, yeah, AutoEntry is going to struggle as well.

– [Cathy] Yeah, I don’t know how many times I’ve had to try to reopen another screen, zoom in really well, and I still have no clue. Then I’m just–

– You know what’s quite cool though? Do you know what’s quite cool? So, let’s just say that it is handwriting, and AutoEntry’s held, held its sort of figurative hands up and said no, I don’t understand this. What, if you can make it out by eye, so let’s just click on that for a second again, roll out this example, and we can say that I actually understand that, we can move to inbox, and what that allows us to do is it just allows us to fill in that transactional data manually.

So, if you can make, and it goes through the same protocol. It will just go straight into QBO. It will attach the original copy. But it just is left for you to manually transcribe the data in yourself, which isn’t, so, even if it does reject, you still get the opportunity to, you know, get it through into QBO as long as you–

– Right, then you have the whole workflow and you still have the attachment to the transaction, and, yeah.

– Exactly. Exactly, yeah.

– [Cathy] Awesome.

– Cool.

– And how does, how’s the setup with QBO work? Is it pretty easy to set it up?

– Yeah, I mean, you know, that’s thanks in part to QuickBooks themselves in terms of the, the API integration is particularly easy. If I just take this company here, Charles Barkley, and we’re just gonna click on, click on the name again, it’s really simple. You’re just gonna go to company settings, and just go to integrations when this loads up. So, you can it right at the top, and the top for a reason. It’s the company that we have the most connections for. You know, for, we, I think it’s on QuickBooks Online which we’re absolutely delighted about, especially considering that we’ve only been in the States now for sort of seven, seven, eight months.

We’re the top, we’re the eighth highest rated app on apps.com, which we’re absolutely delighted about. So, QuickBooks, you know, QuickBooks Online takes a really quite a place in the integrations that we’re working with, and but to answer your question just hit connect. It really is that easy.

– [Cathy] Awesome, and then if you’re creating a new vendor or anything like that, that all gets pushed over?

– Absolutely, yeah. So you can choose to create a vendor within AutoEntry and that will get pushed over into, into QuickBooks Online. We’d never auto-create vendors, and there’s a reason why, and the reason why is is because let’s just say AutoEntry reads, let’s call it, I don’t know–

– [Cathy] Like if they have gas stations with 20 different gas stations.

– Yup.

– [Cathy] You don’t want, yeah–

– Exactly, exactly.

– [Cathy] You don’t want all of those put in.

– Sometimes there’s peculiarities in how the receipt would come out.

– Right.

– And it might (mumbles), one might say Shell, the other one might say Shell Company. We don’t wanna continuously be creating vendors. So what you have the opportunity to do is say this is Shell, and it’s gonna be allocated to vendor Shell. This is Shell Company, and whenever you see Shell Company, it’s also gonna be allocated to vendor Shell instead of create, automatically creating a new one saying Shell Company.

– [Cathy] Yeah, I actually have a situation with an app where I pretty much have to match up the vendors beforehand before I do the sync.

– Oh really?

– To make sure it’s not automatically recreating new ones–

– I’ve heard that, I’ve heard that. We did pretty extensive, so AutoEntry, this is going back about sort of five years now, we were sort of really meticulous about, about planning the release of AutoEntry because we actually had a precursor solution to this and the precursor solution had such a good reputation in the UK in sort of first little domestic market if you will that when we released AutoEntry we were pretty meticulous about doing so to make sure that we could retain that great reputation. And so, it was little things like that that we kind of spent a bit more extra time covering, shall we say, before releasing.

– [Cathy] Well, perfect.

– Cool.

– [Cathy] Well, I love, yeah, love everything you’ve shown us. Is there anything else that we need to know? I mean, it’s pretty straightforward, right?

– Pretty straightforward, yeah. The only thing I’d say is hey, if anyone wants to trial it at all just go to autoentry.com.

– [Cathy] Autoentry.com.

– Or of course apps.com. And you know, check us out. Try it for free, let us know what you think, and hey, if you don’t wanna do anymore data entry you can sign up to one of our packages.

– [Cathy] That’s perfect, great. Well thank you Tom for your time today, and–

– Not at all, enjoyed it.

– [Cathy] And I’m sure everyone’s gonna be really excited about this.

– Awesome, awesome. Cheers Cathy.

– Cheers.

– Thanks very much.

– Okay, thanks.

– Bye, bye.

Are you ready to learn more about AutoEntry?

QBOchat Admin

#QBOchat began in July 2013 with the simple idea to host a weekly Twitter conversation around QuickBooks Online (QBO). We have since grown into a very strong community comprised of a diverse group of users. Our weekly tweet chat is held each Thursday at 3:00PM Eastern. The discussions cover a wide range of topics including QBO’s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

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