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Connect your company with your accounting software

How to integrate your AutoEntry company with accounting software.

Marie-Helene Sheeran avatar
Written by Marie-Helene Sheeran
Updated over a week ago

You can integrate your AutoEntry companies with many accounting software packages. The steps will vary between cloud and desktop solutions.

First steps

The first steps to follow are the same for both online and desktop solutions.

  1. Log in to AutoEntry.

  2. Select the company.

  3. On the Home page, click Integrate.
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    Integrate option on Home page.


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    📎NOTE: If you don't have access to the Integrate button, it’s most likely due to the permissions set for you by your account holder.

  4. Next to the relevant product you want to integrate with, click Connect.

Next steps for cloud software users

Log in with the credentials set up for that product.

Next steps for desktop solutions

If you’re connecting to a desktop application like Sage 50 or QuickBooks Desktop, you also need to download and install the sync app. Make sure to follow the specific guide below for each product.

Other articles

The following articles are available to help you connect with other software:

📎NOTE: The integration with Sage for Accountants and access to AutoEntry only works from within Sage for Accountants.

📌TIP: Once connected, you can check all our article collections to help you manage your integrations:

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