How to Resolve Synchronization Issues with the AutoEntry Desktop Sync App
Synchronization issues with the AutoEntry Desktop Sync App can often be resolved by ensuring the correct workstation and user account are used. Below, we provide an overview of common issues and step-by-step guidance to address them.
Overview of Synchronization Operations
The AutoEntry Desktop Sync App is designed to sync data between your workstation and Sage. Proper configuration of the designated workstation and user account is essential for seamless operation.
Common Sync Issues and Resolutions
Sync App Registered to a Different Workstation - If the Sync App is registered to a different workstation, restart the app on the designated workstation listed on the Integrate page. This action ensures that invoices sync correctly to Sage.
Using the Correct Workstation and User Account - Always restart and use the Sync App on the workstation designated for integration. Ensure the app is opened and logged in with the intended integration user account. This ensures the device name in the Sync App matches the designated workstation.
Companies Not Visible in the Sync App - The Sync App displays companies connected to the account that created and connected them. If you log in with a different user account, you may not see the connected companies. To resolve this, sign in with the account that originally created and connected the companies.
Step-by-Step Troubleshooting Guide
Identify the designated workstation for the Sync App by checking the Integrate page.
Restart the Sync App on the designated workstation.
Log in to the Sync App using the integration user account.
Verify that the device name in the Sync App matches the designated workstation.
If companies are not visible, ensure you are logged in with the account that created and connected them.
By following these steps, you can resolve most synchronization issues with the AutoEntry Desktop Sync App.
Related Topics
Setting up the AutoEntry Desktop Sync App
Troubleshooting common AutoEntry errors