Other Integrations

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

Brian Carolan avatar Jenny Fogarty avatar Elina Kokina avatar +8
95 articles in this collection
Written by Brian Carolan, Jenny Fogarty, Elina Kokina and 8 others
Sage Accounting (Formerly SageOne)

Are Department and Project Codes available for Sage Accounting integrated companies?

Sage Accounting - Department and Project Codes
Erica Macari avatar
Written by Erica Macari
Updated over a week ago

Applying Sage Accounting's VAT Reverse Charge from 1 March 2021

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 over a week ago

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

Invoices not posting to Sage Business Cloud Accounting

How to publish "stuck" invoices through to SBCA
Amy O’Connor avatar
Written by Amy O’Connor
Updated this week

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
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 - Where to view copy of your invoice

Viewing the PDF copy of your invoice in Xero
Tara Broderick avatar
Written by Tara Broderick
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 over a week ago

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 over a week ago

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 over a week ago

Quick Setup Guide for using AutoEntry with Xero

We'll get you up and running in under a minute
Brian Carolan avatar
Written by Brian Carolan
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

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
QuickBooks Online (QBO)

Quickbooks Online Error 'Invalid Reference Id : Items element id not found'

Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Importing Bank Statement data to Quickbooks Online

AutoEntry has extracted your Statement Data, here's how to get it into Quickbooks Online
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Invoice Line Items to Items Table in QuickBooks Online

Line Items can be posted through to the Items Table on expense and purchase forms in QuickBooks Online for stock or inventory control
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Switching from Products/Services to Nominal Accounts for QuickBooks Online

How to switch between products/services and nominal accounts for analysing lines items when publishing to QuickBooks Online
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Signing In with Intuit (QuickBooks Online) log-in details

Single sign in with Intuit
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

What Version of QuickBooks Online does AutoEntry work with?

AutoEntry works with specific versions of QuickBooks Online where invoice posting is available. Here's which ones:
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Projects Analysis for Quickbooks Online

How does AutoEntry handle invoice/bill analysis for Projects?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Quickbooks Online Error: Provide Base and Quote Currency

How to clear the 'Please provide base and quote currency.' error on invoices for Quickbooks Online integrated companies
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago
AccountsPrep

AccountsPrep - What are the benefits of creating some accounts as Bank Accounts instead of being ‘normal accounts’?

The benefits of creating Bank Accounts over 'normal accounts' in AccountsPrep
Aaron Kelly avatar
Written by Aaron Kelly
Updated over a week ago

AccountsPrep - What types of financial accounts should be created as Bank Accounts?

The types of financial accounts that should be created as Bank Accounts in AccountsPrep
Aaron Kelly avatar
Written by Aaron Kelly
Updated over a week ago

AccountsPrep - Edit Bank Account Name or Code

How to edit your Bank Account name or code in AccountsPrep
Aaron Kelly avatar
Written by Aaron Kelly
Updated over a week ago

AccountsPrep - Adding Bank Accounts

How to add bank accounts to AccountPrep
Aaron Kelly avatar
Written by Aaron Kelly
Updated over a week ago

AccountsPrep Overview

What is AccountsPrep and who is it for?
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

How to change period end dates on AccountsPrep

Change period end dates on AP
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

AccountsPrep - How to Sort All Payments

The steps required to sort all payments at once in AP
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

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 over a week ago

Splitting bank statement transactions in AccountsPrep

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

How to Delete Transactions in AccountsPrep

The steps required to delete one or all transactions in AP
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

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 over a week ago

AccountsPrep Analysis Tags

Supplement your coding with another level of analysis
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

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 over a week ago

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 over a week ago

Accounts Prep - Default Account Settings

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

AccountsPrep - Opening Balances

How to import your opening balances into AccountsPrep
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

How to import transactions to AccountsPrep

How to add Invoices to AccountsPrep
Aaron Kelly avatar
Written by Aaron Kelly
Updated over a week ago

AccountsPrep - How to re-sync

Resync AP data
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

AccountsPrep - Bank Statement Report

Where to find the Bank Statement report
Aaron Kelly avatar
Written by Aaron Kelly
Updated over a week ago

Importing Bank Statement Data to AccountsPrep

How to import bank statement data to AP
Aaron Kelly avatar
Written by Aaron Kelly
Updated over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago