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.
Log in to AutoEntry.
Select the company.
On the Home page, click Integrate.
📎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.
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.
Note: QuickBooks Online does not require the Sync App for integration. Simply log in with your QBO credentials to authorize the connection.
Note: AutoEntry imports reference data from QuickBooks Online, such as supplier and customer lists and the chart of accounts. However, it does not automatically pull in or reconcile bank transactions or vendor payment terms. These must be managed separately.
Note: To integrate QuickBooks Online, you must use a Primary Admin or Company Admin account. Accountant users may need to request access or ask the client to complete the integration.
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.
Switching from Sage 50 to QuickBooks Online
If your company is currently integrated with Sage 50 and you wish to switch to QBO:
Disconnect from Sage 50: Log in to AutoEntry and disconnect the company from Sage 50.
Remove the Sync App: Uninstall the Sage 50 Sync App, as it is no longer needed.
Reconnect to QBO: Follow the integration steps outlined above to connect to QuickBooks Online.
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: