Sage 50 US - Getting Started with AutoEntry

How to connect a Sage 50 US company file to AutoEntry.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

After you have created a company on AutoEntry, the next step you'll need to complete is integrating it with Sage 50.



How to integrate with Sage 50 US

  1. Navigate to your company's Integrate page.

  2. Click Connect next to Sage 50.

  3. Tick the box stating you need to download the AutoEntry Sync App, and click Download Installer.

  4. After installation is complete, launch the Sync App log in with your AutoEntry login details.

  5. Click Connect next to the company name you would like to integrate.

  6. Select Sage 50 US from the drop-down menu on the top left-hand corner of the next screen. Your company's Sage file path should automatically populate on the right-hand side; but if not, you can enter it manually. Once done, click Connect to AutoEntry.

  7. A message will pop up requesting authorisation for the integration to be done within Sage 50.

  8. At this point, please close and re-open the Sage 50 company file for the authorization request to be pushed to Sage 50. Once done, the authorization within Sage 50 is a once-off request to authorize AutoEntry access to the company files.

  9. Once the application access is approved by selecting 'Always allow access' and clicking 'OK', head back to the AutoEntry Sync App, and click to 'Connect to AutoEntry' and the connection should now be successful!


How to publish invoices to Sage 50

  1. Upload your documents to AutoEntry by following this guide.

  2. Once processing has completed, go to your Inbox and click the green tick icon to Publish!


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