If you’ve published invoices from your Inbox but they aren’t syncing to your accounting software, check the items below in order:
Check for a publication error.
Check your integration status.
Check for no apparent errors, such as Re-Sync or an incorrect file path.
Once you identify the issue and correct it, unpublish and publish the affected invoices again.
📎NOTE: If you use AccountsPrep, sales and purchase invoices don’t publish directly into AccountsPrep as they do with other accounting software.
After you approve sales or purchase invoices in AutoEntry, import them into AccountsPrep as Cash Sales and Cash Expenses.
In AccountsPrep, go to Accounting, then use Cash Sales or Cash Expenses to import the approved AutoEntry records.
Check the publishing status
Go to your Inbox to view the invoice status.
Ready
Ready means the invoice is ready after extraction. You need to fill in the required fields and publish the invoice.
📎NOTE: If you use auto-publish and it doesn’t trigger, it can be because you don't have enough credits.
Published
Published means it was sent for publication. But that doesn't mean it moved to the accounting software.
Published with the integrated software name
Once its has published, the software name will show in the status column.
📎NOTE: If the invoice is not present in the integrated software, it's possible you have clicked the Re-sync incorrectly or the file path is incorrect. See below for more details.
Published with the orange triangle
A triangle error shows a conflict that prevents publishing, such as missing information or incorrect settings.
Click Read more to check the error details.
Search for the exact error in the Help Centre.
Unpublish the invoice, then make the corrections.
📌TIP: Check the most common publication errors.
Check your integration status
Go to the Integration tab and check for any error messages. This applies to all integration types. For more details, see how to check the integration status.
What to do if the Integration isn’t running or working
If the integration isn’t running, refresh the integration:
Sync app integrations: For example, Sage 50 Accounts or QuickBooks Desktop, make sure your sync app is open. If it's already open, restart the sync app
For other integrations: For example, Sage Accounting, QuickBooks Online, or Xero, see disconnect and reconnect the company's integration
After reconnecting, unpublish and republish the affected invoices again.
No apparent errors
If there's no triangle error and no integration error, the issue falls into one of the scenarios below.
Sync app users: Is the file path correct?
If you use the sync app (Sage 50 Accounts or QuickBooks Desktop integrations), make sure the file path in AutoEntry matches the one in the accounting software. If the paths don't match, invoices will post to the wrong location, and AutoEntry doesn't show a publication error.
Example of file path in Sage 50 Accounts: C:\ProgramData\Sage\Accounts\20XX\Company.000
Check the file path and make sure it matches the one in Sage or QuickBooks.
📌TIP: You can check the file path from the Integrate page or from the Sync App in AutoEntry.
Disconnect and reconnect the company from the Sync App.
After you reconnect and updating the file path, unpublish and republish the invoices.
📎NOTE: If the invoice moved to the Archive automatically and the file path was incorrect, you need to move it back to the inbox to publish it.
When you publish the invoice, ignore the message that says the invoice already exists. When the file path was incorrect, AutoEntry treats the invoice as already published.
You selected Re-sync Data by accident
If you select the Re-sync button after publishing an invoice, it prevents the invoice from publishing to your accounting software.
📎NOTE: The Re-Sync button synchronises data such as contacts from your accounting software into AutoEntry. It doesn't control invoice publishing from AutoEntry into your accounting software.
If you selected Re-Sync by accident, unpublish and republish the invoices.