To integrate AutoEntry with Sage 50 Accounts or QuickBooks Desktop, you need to install the AutoEntry Desktop Sync App.
📌TIP: If you're unsure whether you've already installed the Sync App, check our guide - Do I already have AutoEntry Sync App installed?
Where do I install the Sync App?
You must install the Sync App on the same device as the Sage 50 Accounts or QuickBooks Desktop company file. This is necessary for the Sync App to locate the files.
📎NOTE: For hosted servers/Sage Remote Data Access or similar, the company files are generally kept locally but backed up to the cloud service. If possible, you can connect the Sync App to these local files rather than the hosted versions.
Depending on your setup you can install the Sync App on your laptop or desktop computer, or it could be on a server.
Advantages to a local device
Installing the app on a local PC is suitable where the Sage data and company folders are. This gives individual users direct control over synchronisation.
Advantages to a server
Installing the Sync App on a server is most suitable for a multiuser setup. This allows continuous synchronisation as servers are typically active 24/7. It also minimises dependency on individual users or PCs, reducing the likelihood of downtime.
📎NOTE: You need to bear in mind that the Sync App must be open for the files to synchronise between AutoEntry and your software.
With multiuser access, you must ensure you can all access the device where the Sync App is to make sure it’s open and running.
Also, a company in AutoEntry can connect to only one single Sync App. If you install different Sync App on different devices, you need to check the Sync App location linking with your AutoEntry account.
How do I install the Sync App?
Below is the link to download the Sync App.
📎NOTE: Your Operating System needs .NET Framework 4.8. For more information, check Sync App System Requirements.
For detailed steps on how to download and install the Sync App, use the relevant guide below. Your steps differ if you want to install it on a laptop and desktop computer or a server.
Install on Laptops or Desktops
If you don't keep company folders shared on the network, install the AutoEntry Sync App on the computers responsible for storing your company folders.
Install on a server
If your company shares company folders over a network, you need to install the Sync App on a server with network access to these folders. We recommend this method where possible.
Operating and Maintaining the Sync App
To ensure uninterrupted operation, the Sync App must remain open and running on the installed machine. Ensure the Sync App's machine has uninterrupted access to the Sage data path.
If you move your accounting software location (your Sage or QuickBooks account), you need to reinstall the Sync App also on the same device.
Keep the the Sync App up to date: The Sync App will update automatically if you enable Windows update. If not, make sure you update the AutoEntry Sync App manually when there is a new version.
After you update or reinstall the Sync App, you need to disconnect the company and reconnect it.
Queries this guide answers
Queries this guide answers
Install Sync App
Download Sync App
Install AutoEntry app
AutoEntry app for Sage