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Error: 'SageOne error getting financial settings'
Error: 'SageOne error getting financial settings'

How to resolve this error when trying to integrate with Sage Accounting.

Oliver Cook avatar
Written by Oliver Cook
Updated over 2 months ago

When you try to integrate your AutoEntry company with Sage Accounting, you see the following error.

SageOne error getting financial settings.

This error is most commonly caused by having the incorrect permissions set up within Sage Accounting. You will need to follow the steps below with Administrator access in Sage Accounting.

  1. Log into Sage Accounting as the Administrator user.

  2. From your business name in the top right-hand corner of your product, click Manage users.

  3. Click Add user.

  4. There will be a list of accounts of users. Here you can edit their Sage Accounting permissions.

  5. Click Edit user and assign the user trying to set up the integration with either the Administrator or Full Access role.

Below are guides on user permissions and roles in Sage Accounting:

Once you have made sure the user has sufficient permissions in Sage Accounting, try the integration again.


Issue persisting?

If you're still experiencing this issue after completing the above, please mark data.autoentry.com as 'safe'/an exception on any Firewall/Anti-Virus you have active.

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