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Integrate page overview

Use the Integrate page in AutoEntry to connect your company to accounting software and check the connection status. You can also use the page to identify and troubleshoot integration issues.

Access the Integrate page to connect accounting software, review connection status, and investigate integration issues.

Access the Integrate page

📎NOTE: Only users with the Company Settings permission can access the Integrate page. If you need access, ask the Billing account holder to give you permission to this page.

  1. Click Home to access the companies list.

  2. Click the name of the relevant company.

  3. Click Integrate.
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    Submenu on company home page. It shows Company Settings, Company Contacts, Manage Lists, and Integrate.

Connect accounting software

The Integrate page displays the accounting software products that AutoEntry supports.

  1. Find the product you want to connect.

  2. Click Connect.

  3. Follow the on-screen steps to complete the connection.

Read more

Check the status of your integration

After you connect your accounting software, review the integration status from the Integrate page.

The status section shows whether the integration is running correctly.

If you use the Desktop Sync App, the page also shows the Sync App service status.

Example of an integration set up via the Desktop Sync App. The service is showing correctly in this instance.

Desktop service showing as running.

Troubleshoot integration issues

If the integration displays an error:

  1. Copy the exact error message.

  2. Search for the message in the Help Centre.

  3. Follow the guidance for the specific error.

Different errors require different solutions, so always use the exact error text when searching.

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