If you’re integrated with an accounting software, you 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
From the Integrate page
From the Desktop Sync App - (Sage 50 or QuickBooks Desktop integrations)
From the Home page
Access the Companies list Home page.
Check the Integration status column.
📎NOTE: The companies list doesn't appear for users connecting to AutoEntry via Sage for Accountants.
Not integrated
When the integration isn’t in place or disconnected it will show "Not Integrated".
Integrated
The grey icon with the white tick will usually mean the integration is working.
⚠️CAUTION: If you use the Desktop Sync App to integrate, you won't be able to see here if there's an error on the app. Even if the status seems ok on the Home page, you still need to check the Integrate page if you're having troubles.
Errors
If there’s an issue, it will show a barred symbol.
It can be either a simple publication error or an integration issue.
If there's a publication issue, first check for triangle from the inbox.
If there’s a synchronisation issue, you need to check the Integrate page or ask someone with the permission to check it.
📎NOTE: The Integration Status in the Home page is useful to users who don't have access to the Integrate page. However, the Integrate page will give more details if there’s an issue.
From the Integrate page
📎NOTE: You need the Company settings permission to access the Integrate page and reconnect the integration. If needed, contact the account holder to give you the permission.
Access the company's home page.
Click Integrate from the submenu.
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’re using the Desktop Sync App, you can also check the Sync App location. This will help if you have a multiuser set up.
From the Desktop Sync App
If you're integrated with Sage 50 or QuickBooks Desktop via the Desktop Sync app, open the application to check its status.
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. It's possible for another user to connect 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
All users
If the integration is in place but there’s an error, don't automatically disconnect to reconnect.
Always search for the exact message in the Help Centre. There can be many different issues with different steps to follow.
If the company isn't showing any integration, you can reconnect.
Sync App users (Sage 50 and QuickBooks Desktop)
If the Sync App is "not running", you'll need to restart it.