The AutoEntry Desktop Sync App essentially acts as a middle-man for syncing data between Sage 50 on your desktop and the AutoEntry website. This article will go through the steps required to integrate Sage 50 UK&I with your AutoEntry company.
Sage 50 UK&I users.
Firstly, here is a video showing the process, followed by the step-by-step guide:
Launch Sage 50 and copy the file path for the company you want to integrate to (if you know the file path already you can skip this step):
Ensure you are logged out of Sage 50 and it is closed before proceeding to download the AutoEntry Sync App.
Download the AutoEntry Sync App here.
After installation, run the AutoEntry Sync App from your Start Menu or desktop, and log in with your AutoEntry login details.
In the AutoEntry Sync App, click on the “Connect” link for the AutoEntry company you want to integrate with Sage 50.
You will be brought to a new screen prompting to enter a folder path to connect to a Sage 50 company. You will first need to select the Accounting Software from the dropdown menu near the top left corner. The folder path obtained in Step 1 should then be entered at this stage, or you can also user the 'Browse for folder option' if you know where the file path is currently stored.
Lastly, press 'Connect to AutoEntry', and your Sage 50 company is now integrated with AutoEntry!