When you create a new supplier or customer record in your accounting software, these normally appear automatically within AutoEntry to apply to your invoices.

If a supplier or customer is not showing in AutoEntry as expected, make sure to check the following:

If you can't select your supplier in the drop-down, make sure it's not hidden.

Go to your Company Contact - General settings page and make sure the toggle Is Visible is on.

For more information, visit our article, Hide Supplier Account.

If you confirm the supplier or custome is set to be visible, try resyncing your data.

Your data normally syncs automatically from your account to AutoEntry, but you can manually re-sync your data.

Allow 5-10 minutes for this to complete. Times can vary depending on the accounts package you integrate with, and this new account/code should then be available.

If you've re-synced your data and your contact is still not showing in AutoEntry, there are some further troubleshooting steps

For the data to sync properly, the file path in AutoEntry must reflect the one for your company in Sage 50 Accounts.

You need to check your file path in both AutoEntry and Sage 50 Accounts. If they don't match, you will need to disconnect and reconnect the integration to update the file path.

For more details, visit our article, Checking and updating your Sage 50 Accounts file path.

If you've run through all the troubleshooting steps above, you should disconnect and reconnect your integration with your accounting software.