This article will show you a quick guide in 8 simple steps to get started using AutoEntry!
AutoEntry users who want to integrate their company with an accounts package, such as Xero or QuickBooks Online.
If you are a Sage 50 UK&I user, please use this guide.
If you are a Sage 50 Canada user, please use this guide.
On the homepage for that company, click '+Upload' to upload your files.
Select the files to be uploaded.
Once processed (click here for turnaround times), click on the inbox to view the list of invoices.
Single invoices can be viewed by clicking on the blue eye icon to the left.
Set the Supplier/Customer Account, Category and Tax Code* for the invoice (all 3 must be selected).
Click the green tick icon to publish the invoice to your accounts package.
The invoice will now publish straight through to the relevant supplier/customer account within your accounting package.
*Tax code selection depends on your local tax requirements or settings and might not be present.