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 +9
129 articles in this collection
Written by Brian Carolan, Jenny Fogarty, Elina Kokina and 9 others
Integration FAQs

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 avatar
Written by Emma
Updated over a week ago

How to Disconnect your Integration

The steps required to disconnect your company from its accounting software/package
Emma avatar
Written by Emma
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

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

Reckon Accounts Hosted - Discontinued

Reckon Accounts Hosted Integration
Iain Carey avatar
Written by Iain Carey
Updated this week

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

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

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

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
Sage Accounting (Formerly SageOne)

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

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

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 (formerly SageOne) - company list empty

Company list empty when integrating SBCA
Tara avatar
Written by Tara
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 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

Invoices not posting to Sage Business Cloud Accounting

How to publish "stuck" invoices through to SBCA
Amy avatar
Written by Amy
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

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

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 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 avatar
Written by Tara
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

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

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 Desktop (QBD)

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

QuickBooks Desktop Integration

Some information on integrating your AutoEntry company with Quickbooks Desktop
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

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

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
AccountsPrep

AccountsPrep - Standard Journal Entries

An overview of the Standard Journal Entry 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 (vice-versa)

Ways to Convert a Bank Account to a Normal Account (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 - Cheque Batches

An overview of two distinct approaches to Cheque Batch usage by users.
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.
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 being ‘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 - 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

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

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

How to Import Cash Sales and Expenses Transactions to AccountsPrep

How to add Invoices to AccountsPrep
Aaron avatar
Written by Aaron
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

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 avatar
Written by Tara
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 avatar
Written by Amy
Updated over a week ago