When you create a supplier or customer in your accounting software, AutoEntry usually syncs it automatically.
If a contact doesn’t appear in AutoEntry, check your settings and integration.
Check the visibility setting
Go to Company Contacts in AutoEntry.
Find the supplier or customer.
Turn on the is visible toggle. For more information, see Hide Supplier Account.
Use the Refresh control in the AutoEntry web app interface to refresh supplier account visibility. After refreshing, check the supplier accounts list to confirm the data has loaded.
If you can’t find the contact, continue to the next step.
Re-sync your data
AutoEntry normally syncs data automatically, but you can manually re-sync your data.
Allow 5 to 15 minutes for the sync to complete
Sync time depends on your accounting software and data volume
Check the integration status
Go to the Integrate page.
Check for errors in the integration status.
Fix any errors using the relevant steps.
Once you fix the issue, re-sync your data again.
If the issue remains after resyncing the data, move on to the next step.
Check the file path (Sage 50 Accounts only)
If you use the Desktop Sync app, your file path must match your accounting software.
Reconnect the company in the Sync App if they don’t match
Reconnect the integration
If you've run through all the troubleshooting steps above, try to disconnect and reconnect your integration with your accounting software. Note: Reconnecting your company in AutoEntry does not affect supplier-specific customizations, such as remembered VAT/category/cost codes. These settings remain intact unless manually updated.
📌TIP: If you use the Desktop Sync app for your integration, see Disconnect and reconnect a company's integration via the AutoEntry Sync App. Don’t restart the Sync App unless you see an error that confirms it isn’t running. If a newly created supplier account in Sage does not appear in AutoEntry, you can manually restart the AutoEntry Sync App to refresh the company list:
Open Task Manager (Ctrl + Shift + Esc).
If Task Manager is minimized, click “More details,” then go to the Processes tab.
Select the processes named “OCRex.Desktop.AutoEntry.Client” and “AutoEntry.Service.”
Click “End Task” on both processes.
Reopen the AutoEntry Sync App and check your company list; the new supplier/account should now appear.
Disconnect the integration in AutoEntry..
Reconnect your accouting software.
Re-sync your data.