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Check your integration

How to check the status of your AutoEntry integration with your accounting software in AutoEntry.

Written by AutoEntry Support Team

Check the integration status before troubleshooting synchronisation issues. The location and level of detail depend on your integration type and permissions.

You can check your integration status in different ways:

  • Integration Status column on the company list on the Home page

  • The Integrate page

  • From within the Desktop Sync App if you integrate with Sage 50 or QuickBooks Desktop integrations)

Integration Status on company list

  1. Click Home to access the companies list.

  2. Find the relevant company.

  3. Check the Integration status column.


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📎NOTE: The company list isn't available if you access AutoEntry through Sage for Accountants.

Integration status meanings

Status

Meaning

Not Integrated

Nobody has connected the integration or someone disconnected it.

Grey status or grey icon with a white tick

The integration is usually working correctly.

Barred symbol

There's a publication error or an integration issue.

⚠️CAUTION: If you use the Desktop Sync App, the company list doesn't show Sync App errors. Check the Integrate page if you're experiencing synchronisation issues.

If you see an error

  • Check for invoice publication warnings if documents show warning triangles

  • Check the Integrate page for synchronisation issues

  • Contact a user with the required permissions if you can't access the Integrate page

📎NOTE: The company list provides a quick status check. The Integrate page provides more detailed information.

Integrate page

The Integrate page will provide details such as whether there are any integration errors and whether the Sync App is running if you use it.

  1. Click Home to access the companies list.

  2. Click the name of the relevant company.

  3. Click Integrate.

    Integrate tab within the Home page.

📎NOTE: You need the Company settings permission to access the Integrate page. Contact the account holder if you can't see the option

📎NOTE: If you use the Desktop Sync App, you can also check the Sync App location. This helps identify which computer hosts the connected application.
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​In this example, the service is running correctly.

Example of the integration status when the Sync App is running correctly.

Check the status in the Desktop Sync App

If you use Sage 50 or QuickBooks Desktop with the Desktop Sync App:

  1. Open the Desktop Sync App.

  2. Review the connection status.

If the Sync App isn't running, it shows as offline.

Sync App status showing as 'Offline'.

📎NOTE: Installing the Sync App doesn't automatically connect it to your AutoEntry company. Another user may have connected the company to a different installation. Check the Sync App location from the Integrate page if multiple users manage the setup.

Next steps

If the integration is connected

Search the Help Centre for the exact error message. Different errors require different solutions.

⚠️CAUTION: Don't disconnect and reconnect immediately.

If the company isn't integrated

Reconnect the company to the accounting software.

If the Desktop Sync App isn't running

Restart the Sync App.

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