If you use the AutoEntry Desktop Sync App, you can set up 2FA when logging in.
📎NOTE: Follow the steps in this guide also if you previously received a 'Token Required' error while attempting to log in to the sync app.
Users this guide applies to
Users who are using the same login details for both the AutoEntry website and the sync app
Users who wish to enable 2FA security features for logging into the AutoEntry website
Users who have already enabled 2FA and can't publish/sync any invoices to Sage 50 Accounts or QuickBooks Desktop
Are you a user of the AutoEntry Desktop Sync App and any of the above-mentioned points apply to you? You'll need to create an additional user account to use AutoEntry's 2FA feature on your main account user profile.
This new account user will be solely for sync app connections.
How do I set up 2FA?
Step 1 - Add a new user for the Sync App
To add a new user, follow these steps:
Log out of the sync app.
Log in to the AutoEntry website.
Click People in the left-hand navigation bar.
Click Add People,
Enter the new email address to use for sync app connections.
Ensure that you select View/Edit and Upload for both purchases and Sales.
The email address you entered receives an invite email. Open that email and complete the steps to confirm its access, assign a new password for it.
These details will then be details you use to log into Sync App.
Step 2 - Set up 2FA for the new user
Log in to the AutoEntry website with these new login details.
Enable 2FA for this profile.
Once set up you'll use 2FA for logging into the Sync App with those login details.