It's possible to run the sync application as either a Windows Service (default) or as a Console Application. If your company file is on the same pc/laptop as Sage 50 or QuickBooks Desktop then the standard install generally does not need any alterations. The service will run in the background and should re-start every time the pc is started. If your company files are stored on a remote server or network you might need to change the service to a console application.
When connecting your company file in the Sync App, if you cannot find the relevant folder if on a network drive or server you can change to the Console Application below. When running as a Console Application you simply need to open and log into the sync app each time you want to publish invoices from AutoEntry to Sage/Quickbooks.
For the majority of users the standard Windows Service install suffices. Once the Sync App has been logged into for the first time, the service will continue to run indefinitely on your PC, allowing AutoEntry to publish your invoice data into your accounts package (Sage 50 UK&I/Canada, QuickBooks Desktop) automatically without any further intervention.
As per the standard installation instructions (here), the Sync App should be installed in the same place as where the company accounts package files are stored i.e. either on your PC or on your server. If the Sync App’s Windows Service stops for any reason simply open the sync app and click on the ‘Re-Start Service’ button:
With the Sync App changed over to a Console Application, the Sync App’s console window will run as a standalone application on your PC. Effectively a separate program that is only running while the Sync App is open and logged in. The AutoEntry sync process will only run if both the Sync App and its console window are physically open and logged into. In practice, that means that to publish invoices from AutoEntry to your accounts package, you simply need to open the Sync App before working in AutoEntry, and then shut it down again once complete.
Below is an image of the Sync App Console Window running as the standalone application. This is to be kept open (it can be reduced to the task bar) while using the Sync App and publishing from AutoEntry to your accounts package.
This option is particularly useful if the company files are shared from a network drive that you have full access rights to - by running the Desktop Sync App as a Console Application, the Desktop Sync App will inherit the same access rights to the files as you have; by running it as a Windows Service, the Desktop Sync App will not inherit your access rights, and hence may not have the required access to those shared company files (meaning having to contact your IT provider etc).
Converting to Console Application
If you want to switch the Sync App to a Console Application, you can do so by simply opening your task manager (right click on the windows taskbar and select Task Manager) and selecting the Services tab at the top and then clicking on 'Open Services' at the bottom of that window:
When the Services Window opens up:
- Firstly right click on the AutoEntry.DesktopSync.Service and "stop" the service.
- Once stopped, Right click on AutoEntry.DesktopSync.Service again and select properties.
- Under Startup Type select 'Disabled'
- Apply and then OK
- Open the Sync app and log in.
- The Sync App is now on the Console version