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Connect a client to AutoEntry from Sage for Accountants
Connect a client to AutoEntry from Sage for Accountants

How to connect or reconnect AutoEntry to your Sage for Accountant client. Once connected you can launch AutoEntry the client's profile.

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

AutoEntry is available as standard for all users of Sage for Accountants. You can connect AutoEntry to your client and launch the product in a few quick steps.

📎NOTE: To use AutoEntry via Sage for Accountants (SFA), you need a valid Sage ID with an email that doesn't already exist within AutoEntry. Existing users of AutoEntry are required to use a different email address for their Sage ID to use AutoEntry via SFA.

Connect to AutoEntry

  1. While viewing your client in Sage for Accountants, click the Products tab.

  2. Scroll down to the Available to Connect section and click Connect on the AutoEntry tile.

Launch AutoEntry

Once you successfully add AutoEntry to your client's Product list, it's available to launch from the same page. This is how you access their AutoEntry company.

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