Integrations

The why and the how of integrating to an accounts package and the features of each.

Brian Carolan avatar Jenny Fogarty avatar Elina Kokina avatar +8
119 articles in this collection
Written by Brian Carolan, Jenny Fogarty, Elina Kokina and 8 others

How to Integrate a Company with an Accounts Package and the Benefits of Integrating

Quick guide to integrating or connecting AutoEntry to your accounts package
Brian Carolan avatar
Written by Brian Carolan
Updated this week

What accountancy packages does AutoEntry integrate with?

What accounts packages can I use with AutoEntry?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

What are my options if I do not want to Integrate my company with an accounts package?

Options for non-integrated companies
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How to Disconnect your Integration

The steps required to disconnect your company from its accounting software/package
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Does AutoEntry Integrate with Sage 200 and Sage 1000?

Sage 1000 Integration
Erica Macari avatar
Written by Erica Macari
Updated this week

Integration Status 'Barred'/'No Entry' symbol?

Integration status in the inbox says the integration has failed? Not quite....
Brian Carolan avatar
Written by Brian Carolan
Updated this week

Re-Sync 'xxxx' Data Button

What is the resync button and why should I use it?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

New supplier/customer account, VAT code, Nominal code is not showing in AutoEntry

How to make a new supplier/customer account, VAT code or Nominal code created in your accounts package become available in AutoEntry
Orlaith Maguire avatar
Written by Orlaith Maguire
Updated over a week ago

Duplicate Check Date Threshold (Sage Accounting, Xero and Quickbooks Online)

Setting the Duplicate check date threshold for Sage Accounting, Xero and QuickBooks Online integrations
Brian Carolan avatar
Written by Brian Carolan
Updated this week

SortMyBooks error 'Relation Specified Incorrectly'

How to clear the error 'Relation Specified Incorrectly' for SortMyBooks integrated companies
Brian Carolan avatar
Written by Brian Carolan
Updated this week
Xero

Xero Security Update for Australian Users

2-Step Authentication Required by Xero for Australian Users
Stephen Hall avatar
Written by Stephen Hall
Updated over a week ago

Xero HQ Practice Integration

How to integrate your AutoEntry account with Xero HQ
Jenny Fogarty avatar
Written by Jenny Fogarty
Updated over a week ago

Importing Bank/Card Statement Data to Xero

AutoEntry has done the extraction, here's how to get that data into Xero in no time....
Brian Carolan avatar
Written by Brian Carolan
Updated this week

Xero Error: Guid Format/Should contain....

How to clear the error Error: Guid Format/Should contain... for Xero Integrated companies
Brian Carolan avatar
Written by Brian Carolan
Updated this week

Quick Link to Published invoices in Xero

Jump straight from AutoEntry to a specific invoice in Xero....
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Xero Merged Contact Error

How to resolve the Merged Contact error for Xero integrated companies
Tara Broderick avatar
Written by Tara Broderick
Updated this week

Xero Access Token Error

How to clear the "access token" error for Xero integrated companies
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

Approving Invoices to Xero as Draft or Awaiting Approval/Payment

Xero allow the option of approving invoices as draft or awaiting Approval/Payment
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Mark as Paid Feature Requirements and Xero

Using the Mark as Paid feature with Xero
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Xero Cashbook & Xero Ledger with AutoEntry

For users of Xero Cashbook or Xero Ledgers
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Xero CIS Module (Xero UK Only - Beta release)

Use of the Xero CIS (Construction Industry Scheme) beta module with AutoEntry
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Xero Payment (Bank) Accounts Missing from AutoEntry

Adding an integrated payment account to AutoEntry but a specific account is missing?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago
Sage Accounting (Formerly SageOne)

AutoEntry support for Sage Accounting's VAT Reverse Charge functionality

Functionality to support the new VAT reverse charge from 1 March 2021 for UK companies working in the construction industry and using CIS
Garrett Banahan avatar
Written by Garrett Banahan
Updated this week

Publishing Invoices to Sage Start

Publishing invoices to Sage Start can only be done as Other Payments using Mark-as-Paid
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

SageOne error getting financial settings

Error while trying to integrate with Sage Accounting
Aaron Kelly avatar
Written by Aaron Kelly
Updated over a week ago

Sage Accounting (formerly SageOne) - company list empty

Company list empty when integrating SBCA
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

Applying Sage Accounting's "£135 consignment rule" from 1 January 2021

How companies located in Great Britain and importing from the EU or ROW can apply Sage Accounting's new checkbox from within AutoEntry
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

Sage Accounting - Publish to 'Other Payment'

How to create a once-off payment
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

Sage Accounting - 1.line_items.ledger_account : is invalid

Sage Accounting Error
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

Is there a resale option in Sage Accounting (Republic of Ireland)?

Resale option in Sage Accounting ROI
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

Sage Accounting Invoice Number mapping

Where does AutoEntry's invoice number map to in Sage Accounting?
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

What version of Sage Business Cloud Accounting does AutoEntry Integrate with?

Which versions of Sage Accounting and which country does AutoEntry work with?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Integrating to Sage Accounting Partner Edition

Steps to integrate companies in AutoEntry with companies in Sage Accounting Partner Edition
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Sage Accounting - EU/Non-EU Goods/Services line item error

Selecting the correct tax code for EU/Non-EU purchases in Sage Accounting
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Where to find the Invoice Image in Sage Accounting

It's not too obvious, but it's there!
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Sage Business Cloud Accounting - New Look for AutoEntry

AutoEntry has a new look, exclusive to the Sage Business Cloud Accounting users!
Elina Kokina avatar
Written by Elina Kokina
Updated over a week ago
Sage 50 UK&I

Map invoice field to Ex Reference in Sage 50

What options can be mapped to Ex-Ref
Amy O’Connor avatar
Written by Amy O’Connor
Updated over a week ago

Sage 50 UK&I 'Timed Out' Error

Integration Status showing Retrieving data from Sage timed out
Erica Macari avatar
Written by Erica Macari
Updated over a week ago

Sage 50 - CIS Domestic VAT reverse charge

Using CIS Domestic VAT reverse charge
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

Sage 50 Company Filepath

How to find your company's filepath in Sage50
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Sage File Maintenance

The steps required to complete File Maintenance for Sage 50
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Sage 50 UK&I - Postponed VAT Import Invoices

For Sage 50 users in the UK&I when using the T18 and T39 tax codes for posting postponed VAT import invoices
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Unable to view invoice PDF in Sage 50

How to fix the 'Share Image Link' error
Amy O’Connor avatar
Written by Amy O’Connor
Updated over a week ago

Sage 50 UK&I Improvements - October 2020

Four great improvements to our integration with Sage 50 UK&I!
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

Integrating AutoEntry with Sage 50

Please see our help section on the AutoEntry Sync App
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Duplicate Check Look-Back Period

Duplicate Check Threshold for Sage 50 UK&I Users
Elina Kokina avatar
Written by Elina Kokina
Updated over a week ago

Importing Bank Statement data to Sage 50 (UK&I)

How to import your bank statement data to Sage 50 v.25 and above
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

AutoEntry Bank Statement Export with Account Transfers for Sage 50

If you have inter-account transfers on your statement to export to Sage 50, here are the steps to recognise them correctly in Sage 50...
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

View Option not appearing in Sage 50 UK&I

The view option has moved with the latest Sage 50 update
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Error: You cannot access "XXXX' because autoentry is logged in on machine DocuRecSync: "COMPUTER-NAME"

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

"Unable to cast COM object of type 'System.__ComObject' to interface" error

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Error received: sage error: program is in exclusive mode. Logon cannot proceed

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Sage 50 UK&I - Bad Gateway/Out of Memory Error

How to resolve a Bad Gateway or Out of Memory error for Sage 50 UK&I integrated companies
Orlaith Maguire avatar
Written by Orlaith Maguire
Updated over a week ago
Sage 50 Canada

Sage 50 Canada - Connection to the company could not be established. This user does not have sufficient third-party access to the Sage 50 data. , ID: E181

Sage 50 Canada error ID:E181
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Sage 50 Canada Integration - Tax Improvement

Tax-posting improvements for the Sage 50 Canada integration
Elina Kokina avatar
Written by Elina Kokina
Updated over a week ago

Sage 50 Canada - Started Interactive process exe but its remoting server did not respond/ start within 15 seconds.

Sage 50 Canada error "Started Interactive process exe but its remoting server did not respond/ start within 15 seconds."
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Sage 50 Canada - Connection to the company could not be established. There was a problem opening the company. Error Returned: Unexpected remote data access return value: Unauthorized.

Sage 50 Canada error "Unexpected remote data access return value: Unauthorized."
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

​Sage 50 Canada - The cheque number you entered is out of sequence.

How to clear the cheque number error for Sage 50 Canada integrated companies
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

Sage 50 Canada - Other users are currently working with this company. You may open the company is multi-user mode or wait for other users to stop using the company. ID:35

Sage 50 Canada error ID:35
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Sage 50 Canada - Other users are currently working with this company. You may open the company is multi-user mode or wait for other users to stop using the company. ID: 34

Sage 50 Canada error ID:34
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Sage 50 Canada - Multiple Versions Error

Here are the steps to fix the Sage Canada multiple versions error
Aaron Kelly avatar
Written by Aaron Kelly
Updated over a week ago

Sage 50 Canada - Unable to Connect to Sage 50 Canada Company File. Please Confirm the Sage 50 Database Connection Manager service is running

Error - Unable to Connect to Sage 50 Canada Company File. Please Confirm the Sage 50 Database Connection Manager service is running
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Sage 50 Canada - AutoEntry Desktop Sync Service is not running or you are currently not logged into the desktop client.

How to clear Sage 50 Canada error "AutoEntry Desktop Sync Service is not running or you are currently not logged into the desktop client."
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Sage 50 Canada Integration

Some information on AutoEntry's Sage 50 Canada integration
Elina Kokina avatar
Written by Elina Kokina
Updated over a week ago

Importing Bank Statement Data to Sage 50 Canada

How to import the bank statement extraction from AutoEntry directly into Sage 50 Canada
Elina Kokina avatar
Written by Elina Kokina
Updated over a week ago

AutoEntry and Canadian Taxes

Does AutoEntry handle Canadian Taxes?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Sage 50 Canada Supported Versions

Versions of Sage 50 Canada supported by the AutoEntry Sync App
Elina Kokina avatar
Written by Elina Kokina
Updated over a week ago

Integrating a Sage 50 Canada company via the AutoEntry Sync App

How to connect a Sage 50 Canada company file to AutoEntry
Elina Kokina avatar
Written by Elina Kokina
Updated over a week ago

Sage 50 Canada with Sage Drive (Shared Files)

Settings for using AutoEntry with Sage 50 Canada and Sage Drive
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago
AccountsPrep

AccountsPrep Overview

What is AccountsPrep and who is it for?
Garrett Banahan avatar
Written by Garrett Banahan
Updated this week

How to change period end dates on AccountsPrep

Change period end dates on AP
Tara Broderick avatar
Written by Tara Broderick
Updated this week

AccountsPrep - why are there no VAT codes on my transaction report?

How to export VAT codes on AP reports
Tara Broderick avatar
Written by Tara Broderick
Updated this week

Splitting bank statement transactions in AccountsPrep

How to split a transaction in AccountsPrep
Aaron Kelly avatar
Written by Aaron Kelly
Updated this week

How to delete a single transaction in AccountsPrep

Delete single transaction in AP
Tara Broderick avatar
Written by Tara Broderick
Updated this week

How to delete all transactions from AccountsPrep

Delete all transactions from AP
Tara Broderick avatar
Written by Tara Broderick
Updated this week

AccountsPrep - Cash Sales and Expenses

Create Cash Sales and Expenses in AccountsPrep directly from Sales and Purchase records uploaded and processed in AutoEntry!
Garrett Banahan avatar
Written by Garrett Banahan
Updated this week

AccountsPrep Analysis Tags

Supplement your coding with another level of analysis
Garrett Banahan avatar
Written by Garrett Banahan
Updated this week

AccountsPrep - Quick steps for first-time setup

The THREE STEPS to set up your AccountsPrep company exactly how you want it
Garrett Banahan avatar
Written by Garrett Banahan
Updated this week

AccountsPrep - Default Tax Codes per Nominal Account

Make fast-coding even faster by setting default tax codes per nominal account!
Garrett Banahan avatar
Written by Garrett Banahan
Updated this week

Accounts Prep - Default Account Settings

How to set default accounts for your AccountsPrep company
Brian Carolan avatar
Written by Brian Carolan
Updated this week

AccountsPrep - Opening Balances

How to import your opening balances into AccountsPrep
Garrett Banahan avatar
Written by Garrett Banahan
Updated this week

How to import transactions to AccountsPrep

How to add Invoices to AccountsPrep
Aaron Kelly avatar
Written by Aaron Kelly
Updated this week

AccountsPrep - How to re-sync

Resync AP data
Tara Broderick avatar
Written by Tara Broderick
Updated this week

AccountsPrep - Bank Statement Report

Where to find the Bank Statement report
Aaron Kelly avatar
Written by Aaron Kelly
Updated this week

Importing Bank Statement Data to AccountsPrep

How to import bank statement data to AP
Aaron Kelly avatar
Written by Aaron Kelly
Updated this week

How to add a template in AccountsPrep, and what to do if you are unable to add one

How to create templates in AP
Tara Broderick avatar
Written by Tara Broderick
Updated this week

AccountsPrep - Irish VAT reduced rate for tourism and hospitality

What you need to know and do if you're affected by the Irish VAT change from 13.5% to 9% for tourism and hospitality
Garrett Banahan avatar
Written by Garrett Banahan
Updated this week

AccountsPrep - Irish standard VAT rate change

What you need to know and do if you're affected by the Irish standard VAT rate change from 23% to 21%
Garrett Banahan avatar
Written by Garrett Banahan
Updated this week

AccountsPrep - UK VAT reduced rate for hospitality, holiday accommodation and attractions

What you need to know and do if you're affected by the UK VAT change from 20% to 5% for hospitality, holiday accommodation and attractions
Garrett Banahan avatar
Written by Garrett Banahan
Updated this week

How can I add AccountsPrep to my integration tab?

AccountsPrep not available within integrate tab
Amy O’Connor avatar
Written by Amy O’Connor
Updated this week