AutoEntry by Sage

You can <a href="https://help.autoentry.com/en/articles/1312817-integrate-your-company-with-accounting-software" rel="nofollow noopener noreferrer" target="_blank">integrate</a> your AutoEntry companies with <a href="https://help.autoentry.com/en/articles/1312830-what-accountancy-packages-does-autoentry-integrate-with" rel="nofollow noopener noreferrer" target="_blank">many accounting software packages</a>.

The steps will vary between cloud or desktop solutions. 

___________________________________________________________

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

Click Integrate located on the left-hand side.

Next to the relevant product, click Connect.

- Cloud software users: Log in with the credentials set up for that product
- Desktop software users: Download the sync app

1. Log in to AutoEntry.
2. Select the company.
3. Click Integrate located on the left-hand side.
 
 
 
 
4. Next to the relevant product, click Connect.
 
 
 
5. Next step:
 - Cloud software users: Log in with the credentials set up for that product
 - Desktop software users: Download the sync app

📎NOTE: If you don't have access to the Integrate button, it’s most likely due to the <a href="https://help.autoentry.com/en/articles/1893008-adding-users-and-setting-permissions" rel="nofollow noopener noreferrer" target="_blank">permissions</a> set for you by your account holder.

If you’re connecting to a desktop application like Sage 50 or QuickBooks Desktop, you also need to <a href="https://help.autoentry.com/en/articles/8485737-install-the-autoentry-sync-app" rel="nofollow noopener noreferrer" target="_blank">download and install the sync app</a>. Make sure to follow the specific guide below for each product.

<a href="https://help.autoentry.com/en/articles/2750554-integrating-a-sage-50-canada-company-via-the-autoentry-sync-app" rel="nofollow noopener noreferrer" target="_blank">Sage 50 Canada</a>

<a href="https://help.autoentry.com/en/articles/5271155-integrate-with-a-sage-50-canada-company-shared-via-remote-data-access" rel="nofollow noopener noreferrer" target="_blank">Sage 50 Canada (shared via Remote Data Access)</a>

<a href="https://help.autoentry.com/en/articles/1794660-quickbooks-desktop-getting-started-with-autoentry" rel="nofollow noopener noreferrer" target="_blank">Connect with QuickBooks Desktop</a>

- <a href="https://help.autoentry.com/en/articles/1794598-integrate-autoentry-with-sage-50-uk-i" rel="nofollow noopener noreferrer" target="_blank">Sage 50 UK</a>
- <a href="https://help.autoentry.com/en/articles/2750554-integrating-a-sage-50-canada-company-via-the-autoentry-sync-app" rel="nofollow noopener noreferrer" target="_blank">Sage 50 Canada</a>
- <a href="https://help.autoentry.com/en/articles/5271155-integrate-with-a-sage-50-canada-company-shared-via-remote-data-access" rel="nofollow noopener noreferrer" target="_blank">Sage 50 Canada (shared via Remote Data Access)</a>
- <a href="https://help.autoentry.com/en/articles/3162022-integrating-a-sage-50-us-company-via-the-autoentry-sync-app" rel="nofollow noopener noreferrer" target="_blank">Sage 50 US</a>
- <a href="https://help.autoentry.com/en/articles/1794660-quickbooks-desktop-getting-started-with-autoentry" rel="nofollow noopener noreferrer" target="_blank">Connect with QuickBooks Desktop</a>

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

<a href="http://help.autoentry.com/accountsprep/en/articles/4730452-integrate-with-accountsprep">AccountsPrep</a> (Sage AutoEntry add on)

<a href="https://help.autoentry.com/en/articles/3240631-integrating-to-sbca-partner-edition" rel="nofollow noopener noreferrer" target="_blank">Partner Edition</a> (Sage)

<a href="https://help.autoentry.com/en/articles/8442387-connect-a-client-to-autoentry-from-sage-for-accountants" rel="nofollow noopener noreferrer" target="_blank">Sage for Accountants</a> (SFA)

<a href="https://help.autoentry.com/en/articles/3417483-integrating-myob-accountright-live-to-autoentry" rel="nofollow noopener noreferrer" target="_blank">Integrate with MYOB</a> (AccountRight)

- <a href="http://help.autoentry.com/accountsprep/en/articles/4730452-integrate-with-accountsprep">AccountsPrep</a> (Sage AutoEntry add on)
- <a href="https://help.autoentry.com/en/articles/3240631-integrating-to-sbca-partner-edition" rel="nofollow noopener noreferrer" target="_blank">Partner Edition</a> (Sage)
- <a href="https://help.autoentry.com/en/articles/8442387-connect-a-client-to-autoentry-from-sage-for-accountants" rel="nofollow noopener noreferrer" target="_blank">Sage for Accountants</a> (SFA)
- <a href="https://help.autoentry.com/en/articles/3417483-integrating-myob-accountright-live-to-autoentry" rel="nofollow noopener noreferrer" target="_blank">Integrate with MYOB</a> (AccountRight)

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

📌TIP: Once connected, you can check all our guide collections helping you manage your integrations:

- <a href="https://help.autoentry.com/en/collections/2817418-integration-faqs" rel="nofollow noopener noreferrer" target="_blank">Integration FAQs</a>
- <a href="https://help.autoentry.com/en/collections/5855885-sage-50-accounts-integration" rel="nofollow noopener noreferrer" target="_blank">Sage 50 integrations</a>
- <a href="https://help.autoentry.com/en/collections/120331-autoentry-desktop-sync-app" rel="nofollow noopener noreferrer" target="_blank">Desktop Sync app</a>
- <a href="https://help.autoentry.com/en/collections/120320-sage-accounting-integration" rel="nofollow noopener noreferrer" target="_blank">Sage Accounting integration</a>
- <a href="https://help.autoentry.com/en/collections/120120-other-software-integration" rel="nofollow noopener noreferrer" target="_blank">Integration with other software</a>

How to connect AutoEntry with another software.

Steps to integrate with another software

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