Objective

This article will take you through the steps required to integrate an AutoEntry company with your accounts software, and outline the benefits of doing so.

Applies To

All AutoEntry users who wish to integrate their company with an accounts package, such as Sage 50, Xero or QuickBooks.

Procedure

How to Integrate

To connect AutoEntry to your accounting software, simply go the Integrate tab which you can find on the left hand side of the company homepage. 

Next, select the package you wish to connect to:

Benefits of Integrating

When your company is integrated with an accounts package, it allows you to publish invoices from AutoEntry directly to that software.

Once connected, AutoEntry pulls your full list of suppliers, tax codes and nominal codes through for that company. You can also set defaults within supplier settings that will be applied to all invoices processed for that supplier.

Additional Information

A list of the accountancy packages AutoEntry integrates with can be found here.

For desktop accounting software (Sage 50 & QuickBooks Desktop) there are specific instructions that would need to be followed. Detailed information on these can be found at the links below:

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