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QuickBooks Desktop - Getting Started with AutoEntry
QuickBooks Desktop - Getting Started with AutoEntry

How to connect a QuickBooks Desktop company file to AutoEntry using the Desktop Sync App.

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

The AutoEntry Sync application allows you to sync data between QuickBooks Desktop on your desktop and the AutoEntry website. This integration means you can upload and extract all your invoices/bills/receipts and publish them directly to the company file.

We'll take you through the steps required to integrate your AutoEntry company with QuickBooks Desktop.

📌TIP: If you only require Bank Statement data extracted through AutoEntry, there is no need to download or install the AutoEntry Sync App. You can import your statement data another way.

📎NOTE: To complete these steps you will need to have the relevant company file open in QuickBooks Desktop to complete the integration and be logged in as an admin account there.

Install the Desktop Sync App

Before you connect to a Quickbooks Desktop company, you need to download and install the AutoEntry Sync app.

The download link for the Sync app is available below, but we recommend you read our guidance about installing the Sync App first.

📌TIP: If you're unsure whether you've already installed the Sync App, it's easy to check.

Connect to Quickbooks Desktop company

  1. After you install the install the Sync App, open it your Start Menu or Desktop.

  2. In the Sync App, click Connect next to the AutoEntry company you want to link with QuickBooks Desktop.

  3. Select QuickBooks Desktop in the drop-down menu to the top left, then browse to the folder of the QuickBooks Desktop company you want to connect to or paste the folder path in the field top right.

    📌TIP: You can find the folder path by hitting Ctrl+1 in QuickBooks Desktop. The file path appears centre left in the window that pops up under File Information. 

  4. Click Connect to AutoEntry, and return to QuickBooks Desktop.

  5. In QuickBooks Desktop, there will be a confirmation window to allow access to AutoEntry. Select the 4th option (Yes, Always).

  6. There is a pop-up to confirm this selection (Yes), click Continue, then Done on the next and final pop-up.

That's it, you're all connected.

📎NOTE: As this is a desktop application, the invoice/bill images do not publish through to QuickBooks Desktop but don't forget, all images are stored in AutoEntry for 7 years or as long as there is an active subscription, which will give you a full digital backup of all your transactions.

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