If you’re integrated with an accounting software, you may need to check its status if you're having synchronisation issues.
You can check the integration status in different ways:
From the company list in the Home page (all users)
From the Integrate page (Users with Company Settings permission)
From the Desktop Sync App - ( if you integrate with Sage 50 or QuickBooks Desktop.)
From the Home page
All users can check the integration status directly from the Home page, under the Integration status column. If there’s an issue, it will show a barred symbol.
The barred symbol will indicate a general synchronisation failure. It can be both a publication error or an integration error.
The grey icon with the white tick will usually mean AutoEntry is connected to the integrated software or the Desktop Sync App.
⚠️CAUTION: If you integrate via the Desktop Sync App, you won't be able to see if it has an error or is not running. You need to check the Integrate page.
In any case, if there is an issue you'll need to check the Integrate page or advise someone with the Company settings permission to check it.
📎NOTE: The Integration Status in the Home page will help you see there’s an issue, but the Integrate page will give more details. You need the Company settings permission to access this page and reconnect the integration if needed.
From the Integrate page
You can also check the integration status from the Integrate page in your AutoEntry account.
Log in at autoentry.com.
Click the relevant company.
After you select the company, the sub menus will appear, click Integrate.
📎NOTE: If you don't see the Integrate page, this means you don't have the Company Settings permission. You need to contact the account holder to give you the permission.
At the bottom of your screen, you can see the status of your Sync App.
In this example, the service is running correctly.
📎NOTE: If you are using the Sync App, you can also check the Sync App location. This will help if you have a multi user set up.
From the Desktop Sync App
When the Desktop Sync App isn’t running, it will show as offline within the app itself.
📎NOTE: It's possible you’ve installed the Sync App on your computer, but it doesn't necessarily means you have connected AutoEntry to it. You or another user may have connected the company to another Sync App on another computer. You can check the device location from the Integrate page in AutoEntry. This can happen if your setup involves several users.
Next steps
Sync App users (Sage 50 and QuickBook Desktop)
If the Sync App is "not running", you'll need to restart it.
Other integrated software
If there is an error message, always search for that exact message in the Help Centre. There can be many different issues with different steps to follow.