What does the Re-Sync Data button do?
When you integrate with an accounting software, AutoEntry will pull the most recent lists of nominal accounts, contacts and categories from your accounting package. This data is necessary to be able to post invoices from AutoEntry to your accounting software.
If you make any changes in your accounting package after you integrate, any accounts or codes will be missing from the drop-down menus in AutoEntry. The Re-sync will allow you to pull the updates into AutoEntry.
EXAMPLE: You need to re-sync the data when changing the following:
New nominal accounts or updates in the chart of accounts
Any change in tax or VAT rates
Any changes of tracking codes
Any changes in Cost Centers
📎NOTE: The re-sync button doesn’t push any invoices or data from AutoEntry to your accounts package. If you’re having troubles publishing from AutoEntry to your accounting package, review our guide - invoices aren’t publishing.
⚠️CAUTION: If you click the Re-Sync button by mistake when trying to publish an invoice, this cancels the publishing action. You’ll need to unpublish and republish the invoice again for it to come through.
You also need to wait for the invoices to publish successfully before re-syncing.
Where is the Re-sync Data button?
You can find the Re-Sync Data button on the Integrate, Company Contacts, and Manage Lists pages.
📌TIP: If you don't integrate with QuickBooks, you can also find it at the top right of the page in the Purchases or Sales Inbox.
Log in at autoentry.com.
Click the relevant company.
On the left-hand sidebar, click Integrate.
Syncing delays
Re-Syncing the data between AutoEntry and your accounts package normally takes around 5 minutes.
A data re-sync can sometimes take up to 30 minutes to complete depending on your internet connection and system performance.
The re-sync isn’t working
If the sync from your accounting package isn’t pulling into AutoEntry, you can try the following:
Re-sync again.
📎NOTE: You don't need to restart the sync-app to re-sync your data.