Other Integrations

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

Brian Carolan avatar Jenny Fogarty avatar Garrett Banahan avatar +11
137 articles in this collection
Written by Brian Carolan, Jenny Fogarty, Garrett Banahan and 11 others
Integration FAQs

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 over a week ago

What accountancy packages does AutoEntry integrate with?

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

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 avatar
Written by Orlaith
Updated over a week ago

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 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

Error: 'The country of the Company you are trying to connect is not supported.'

How to clear the error message 'The country of the Company you are trying to connect is not supported.' when integrating your company.
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Does AutoEntry Integrate with Sage X3, Sage 200 or Sage 1000?

Sage X3, 200 or 1000 Integration.
Erica avatar
Written by Erica
Updated over a week ago

Reckon Accounts Hosted - Discontinued

Reckon Accounts Hosted Integration
Iain Carey avatar
Written by Iain Carey
Updated over a week ago
Sage Accounting/SBCA (Formerly SageOne)

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

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

Where to find the Invoice Image in Sage Accounting

The steps required to open invoice images in Sage Accounting.
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 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

Applying Sage Accounting's Destination VAT to Sales Invoices

Functionality to support the new EU VAT schemes for certain sales from 1st July 2021.
Emma Carroll avatar
Written by Emma Carroll
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

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

Sage Accounting - Department and Project Codes
Erica avatar
Written by Erica
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

Invoices not Publishing to Sage Accounting

How to publish "stuck" invoices through to SBCA.
Amy avatar
Written by Amy
Updated over a week ago

Error: 'SageOne error getting financial settings'

How to clear the error 'SageOne error getting financial settings' while trying to integrate with Sage Accounting.
Aaron avatar
Written by Aaron
Updated over a week ago

Sage Accounting - Publish to 'Other Payment'

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

Error: 'Exception of type 'System.Exception' was thrown.'

How to clear the error message 'Exception of type 'System.Exception' was thrown.' from your company's integration status.
Nathan Doyle avatar
Written by Nathan Doyle
Updated over a week ago

Error: 'Failed to connect selected company'

Steps required to clear the 'failed to connect selected company' error when integrating with Sage Accounting.
Meera Sharma avatar
Written by Meera Sharma
Updated over a week ago

Sage Accounting - Company List Empty

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

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

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

Error: "Xero API error calling GetTaxRates: ("Type":null,"Title":"Forbidden","Status";403,"Detail":"AuthenticationUnsuccessful","Instance":"97c95b23-feae-4b1b-980a-a268c861650e","Extensions":{}}"

How to clear the error "Xero API error calling GetTaxRates: ("Type":null,"Title":"Forbidden","Status";403,"Detail":"AuthenticationUnsucc..."
Orlaith avatar
Written by Orlaith
Updated over a week ago

Error: 'Organisation is not subscribed to currency.'

How to resolve the 'Organisation is not subscribed to currency' error for Xero integrated companies.
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Error: 'Connection must be valid and open.'

These steps are required to clear the error message "Connection must be valid and open.'
Sukhi avatar
Written by Sukhi
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

Xero - Where to view copy of your invoice

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

Xero HQ Practice Integration

Xero HQ Integrations
Jenny Fogarty avatar
Written by Jenny Fogarty
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

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

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

Integrating with Xero: Company is 'Already Connected' Error

The steps to follow when trying to integrate or reconnect with with Xero and the company is showing as already being connected.
Erica avatar
Written by Erica
Updated over a week ago

Xero Security 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 Cashbook & Xero Ledger with AutoEntry

For users of Xero Cashbook or Xero Ledger.
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

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
Quickbooks Online (QBO)

What Version of QuickBooks Online does AutoEntry work with?

The QBO versions that AutoEntry will integrate with.
Brian Carolan avatar
Written by Brian Carolan
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

QuickBooks Online Integration Error: 'An unexpected error has occurred. Please try again shortly. Unauthorized status: 401'

How to resolve the error 'An unexpected error has occurred. Please try again shortly. Unauthorized status: 401' when integrating with QBO.
Orlaith avatar
Written by Orlaith
Updated over a week ago

Signing in with Intuit (QuickBooks Online) Login Details

Single sign-in with Intuit.
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

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

Error: 'ErrorCode:6240, Message:Duplicate Name Exists Error, Element:, Detail:The name supplied already exists. : Id=129'

How to clear ErrorCode: 6240, Message:Duplicate Name Exists Error, Element:, Detail:The name supplied already exists. : Id=129
Orlaith avatar
Written by Orlaith
Updated over a week ago
Quickbooks Desktop (QBD)

Integrating a QuickBooks Desktop company via the AutoEntry Sync App

How to connect a QuickBooks Desktop company file to AutoEntry
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Importing Bank Statement Data to QuickBooks Desktop

How to import the Bank Statement extraction from AutoEntry directly into QuickBooks Desktop as Bank Transactions.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

QuickBooks Desktop Import Description Error

The full transaction description is not transferring over to QuickBooks Desktop?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Why are my invoices not publishing to QuickBooks Desktop?

Common reasons why your published invoices may not be successfully sent to QBD.
Orlaith avatar
Written by Orlaith
Updated over a week ago

Error: 'There was an error when saving a Bill, QuickBooks error message: Only one a/r or a/p account allowed per transaction.'

QuickBooks Error
Iain Carey avatar
Written by Iain Carey
Updated over a week ago

Error: 'QB Desktop ErrorMessage: A QuickBooks company data file is already open and it is different from the one requested or there are multiple company files open.'

How to clear the 'data file is already open' error message for QuickBooks Desktop integrated companies.
Erica avatar
Written by Erica
Updated over a week ago

Error: 'QuickBooks is unable to verify the Financial Institution information for this download.'

How to clear the error message 'QuickBooks is unable to verify the Financial Institution information for this download' for QBD companies.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Error: 'Connection to the company could not be established. A modal dialog box is showing in the QuickBooks user interface. Your application cannot access QuickBooks until the user dismisses the dialog box.'

How to clear the error 'A modal dialog box is showing in the QuickBooks user interface.' when integrating with QuickBooks Desktop.
Tara avatar
Written by Tara
Updated over a week ago
AccountsPrep

AccountsPrep - Bank Accounts Overview

An overview of Bank Accounts in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Deposit Batches Overview

An overview of Deposit Batches in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Cash Expense Batches

An overview of Cash Expense Batches in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Cash Sales Batches

An overview of Cash Sales Batches within AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Bank Statement Batches Overview

An overview of Bank Statement Batches in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Quick Journal Entry

An overview of Quick Journal Entries on AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Cheque Batches Overview

An overview of Cheque Batches within AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Standard Journal Entries

An overview of Standard Journal Entries in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Double Journal Entries

An overview of the Double Journal Entry in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Our 'Batch Entries' approach explained

How Batch Entries are used in AccountsPrep
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Cancel Cheques

An overview of cancelling cheques in AccountsPrep, and the difference between deleting and cancelling.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Edit or Recode Transactions while Scrolling the General Ledger (Account Details Report)

An overview of how to edit transactions in AccountsPrep
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Cheque Bank Transfers

An overview of Cheque Bank Transfers in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Transfer Matching between Bank Accounts

An overview of Transfer Matching between Bank Accounts in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Convert a Bank Account to a Normal Account

Ways to convert a Bank Account to a Normal Account (and vice-versa) in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Profit & Loss Report

An overview of the Profit & Loss Report in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Simple Trial Balance Report

An overview of the Simple Trial Balance Report in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Quick Access to Banks from the Main Menu

How to switch on/off quick access to bank accounts from the navigation bar in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Transactions Search Report

How to utilise the Transactions Search Report on AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Individual Bank Dashboard

An overview of the Individual Bank Dashboard in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Splitting Cheque Transactions

The steps required to split Cheque transactions, and how to edit/delete them once split.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Journal Summary Report

An overview of the Journal Summary Report in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Splitting Bank Statement Transactions

The steps required to split bank statement transaction, and how to edit/delete them once split.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Taxes Report

An overview of Taxes Reports in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - What is a 'Bank Account'?

The defining characteristics of a 'bank account' in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Matching Bank Statement Data with Cheques to Reconcile

Overview of matching cheques to bank statement transactions in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to use Cheque Batches

An overview of Cheque Batch usage in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Chart of Accounts

An overview of the Chart of Accounts function in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Bank Reconciliation Report

An overview of the Bank Reconciliation Report in AccountsPrep, and a resolution for 'Bank is not reconciled'.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Balance Sheet Report

Overview of the Balance Sheet Report for AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - All Batches

An overview of the All Batches section in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Account Details Report

What your account details report entails, how to edit and export it.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Edit Posted Transactions

Editing transactions/lines after they have been posted on AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - Fast-Coding of Batch Entries

How to quickly code batch entries in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Delete a Bank Statement Transaction after it has been Posted

How to delete a line after posting on AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Edit and Export your Snapshot

How to edit and export your Snapshot in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Import Cheques

The steps required to import cheques to AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Edit Ledger Accounts

The steps required to edit your Ledger Accounts in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Manage and Add Analysis Tags

The steps required to manage and add Analysis Tags in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Manage and Add Tax/VAT Codes

The steps required to manage and add tax/VAT codes in AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Edit the Chart of Accounts

How to edit the Chart of Accounts on AccountsPrep.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Manually Enter Transactions for a Bank Statement

AccountsPrep guide on manually entering transactions for a Bank Statement.
Erica avatar
Written by Erica
Updated over a week ago

AccountsPrep - How to Code and Post Bank Transactions to Ledger Accounts

AccountsPrep Guide for Posting Bank Transactions to Ledger Accounts.
Erica avatar
Written by Erica
Updated over a week ago

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

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

AccountsPrep - Edit Bank Account Name or Code

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

AccountsPrep - Adding Bank Accounts

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

AccountsPrep - How to Sort All Payments

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

Splitting Bank Statement Transactions in AccountsPrep

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

How to Delete Transactions in AccountsPrep

The steps required to delete one or all transactions in AP.
Tara avatar
Written by Tara
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

AccountsPrep - 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

AccountsPrep - How to Re-Sync

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

AccountsPrep - Bank Statement Report

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

AccountsPrep - How to Import Bank Statement Data

The steps required to import bank statement data to AccountsPrep.
Erica avatar
Written by Erica
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

How to Integrate with AccountsPrep

AccountsPrep is not available within your integrate tab?
Amy avatar
Written by Amy
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