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Other Integrations
The why and the how of integrating to an accounts package and some features to note.
+8
95 articles in this collection
Written by
Brian Carolan,
Jenny Fogarty,
Elina Kokina
and 8 others
Integration FAQs
How to Disconnect your Integration
The steps required to disconnect your company from its accounting software/package
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
Written by
Erica Macari
Updated over a week ago
Integration Status 'Barred'/'No Entry' symbol?
Integration status in the inbox says the integration has failed? Not quite....
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
Written by
Orlaith Maguire
Updated over a week ago
Re-Sync 'xxxx' Data Button
What is the resync button and why should I use it?
Written by
Brian Carolan
Updated yesterday
What accountancy packages does AutoEntry integrate with?
What accounts packages can I use with AutoEntry?
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
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
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
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
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
Written by
Brian Carolan
Updated over a week ago
SageOne error getting financial settings
Error while trying to integrate with Sage Accounting
Written by
Aaron Kelly
Updated over a week ago
Sage Accounting (formerly SageOne) - company list empty
Company list empty when integrating SBCA
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
Written by
Garrett Banahan
Updated over a week ago
Sage Accounting - Publish to 'Other Payment'
How to create a once-off payment
Written by
Tara Broderick
Updated over a week ago
Sage Accounting - 1.line_items.ledger_account : is invalid
Sage Accounting Error
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
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
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?
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?
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
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
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!
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!
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
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
Written by
Tara Broderick
Updated over a week ago
Xero HQ Practice Integration
How to integrate your AutoEntry account with Xero HQ
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....
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
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....
Written by
Brian Carolan
Updated over a week ago
Xero Merged Contact Error
How to resolve the Merged Contact error for Xero integrated companies
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
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
Written by
Brian Carolan
Updated over a week ago
Xero Cashbook & Xero Ledger with AutoEntry
For users of Xero Cashbook or Xero Ledgers
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
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?
Written by
Brian Carolan
Updated over a week ago
QuickBooks Online (QBO)
Quickbooks Online Error 'Invalid Reference Id : Items element id not found'
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
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
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
Written by
Brian Carolan
Updated over a week ago
Signing In with Intuit (QuickBooks Online) log-in details
Single sign in with Intuit
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:
Written by
Brian Carolan
Updated over a week ago
Projects Analysis for Quickbooks Online
How does AutoEntry handle invoice/bill analysis for Projects?
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
Written by
Brian Carolan
Updated over a week ago
QuickBooks Desktop (QBD)
QuickBooks Desktop Integration
Some information on integrating your AutoEntry company with Quickbooks Desktop
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...
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?
Written by
Brian Carolan
Updated over a week ago
Why aren't my invoices publishing to Quickbooks Desktop?
Common reasons why your published invoices may not be successfully sent to QBD
Written by
Orlaith Maguire
Updated this week
Error - QuickBooks is unable to verify the Financial Institution information for this download
How to fix the Financial Institution information error
Written by
Brian Carolan
Updated over a week ago
Sage 50 US
Integrating a Sage 50 US company via the AutoEntry Sync App
How to connect a Sage 50 US company file to AutoEntry
Written by
Brian Carolan
Updated over a week ago
Importing Bank Statement Data to Sage 50 US
How to import the bank statement extraction from AutoEntry directly into Sage 50 US
Written by
Elina Kokina
Updated over a week ago
Why aren't my invoices publishing to Sage 50 US?
Common reasons why your published invoices may not be successfully sent to Sage 50 US
Written by
Orlaith Maguire
Updated this week
FuseMetrix
FuseMetrix - Flat Rate Tax
Written by
Brian Carolan
Updated over a week ago
Reckon Hosted
Reckon Accounts Hosted: Importing Bills from AutoEntry
How to export an IIF file from AutoEntry's Bills folder and import it into your Reckon Accounts Hosted
Written by
Garrett Banahan
Updated over a week ago
MYOB AccountRight Live
MYOB and AutoEntry Features
What does AutoEntry post to MYOB when an invoice is published.
Written by
Brian Carolan
Updated over a week ago
Integrating MYOB Account Right Live to AutoEntry
Steps to take when integrating MYOB with a company in AutoEntry
Written by
Brian Carolan
Updated over a week ago
Reckon Desktop
Reckon Accounts Desktop: Importing Bills from AutoEntry
How to export an IIF file from AutoEntry's Bills folder and import it into your Reckon Accounts Desktop
Written by
Garrett Banahan
Updated over a week ago
AccountsIQ
AccountsIQ Stock Code Error
Fix for the GLACCOUNT_STOCK_CODE-DOES_NOT_EXIST Error
Written by
Brian Carolan
Updated over a week ago
Non Stock Items - AccountsIQ
How to sync over non stock items
Written by
Tara Broderick
Updated over a week ago
KashFlow
Incorrect Username and Password Error when Integrating with Kashflow
How to resolve this error when integrating to Kashflow
Written by
Amy O’Connor
Updated over a week ago
KashFlow - Adding Contacts Not Available
Update due to Brexit - Jan 1st, 2021
Written by
Brian Carolan
Updated over a week ago
KashFlow API request
If integrating with KashFlow and there's a request for API access, here's the steps
Written by
Brian Carolan
Updated over a week ago
FreeAgent
FreeAgent - invoices posting in wrong currency
FreeAgent currencies
Written by
Tara Broderick
Updated over a week ago
Can FreeAgent sub-accounts be synced to AutoEntry?
FreeAgent sub accounts not appearing?
Written by
Tara Broderick
Updated over a week ago
Single Sign On Password Settings for Sage/Intuit ID users
Creating an AutoEntry password for Sage ID users
For users who sign into AutoEntry using the 'Sage ID' link
Written by
Brian Carolan
Updated over a week ago
Creating an AutoEntry password for Intuit ID users
For users who signed up to AutoEntry using the 'Sign in with Intuit' link through QuickBooks Online
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
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
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
Written by
Aaron Kelly
Updated over a week ago
AccountsPrep - Adding Bank Accounts
How to add bank accounts to AccountPrep
Written by
Aaron Kelly
Updated over a week ago
AccountsPrep Overview
What is AccountsPrep and who is it for?
Written by
Garrett Banahan
Updated over a week ago
How to change period end dates on AccountsPrep
Change period end dates on AP
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
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
Written by
Tara Broderick
Updated over a week ago
Splitting bank statement transactions in AccountsPrep
How to split a transaction in AccountsPrep
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
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!
Written by
Garrett Banahan
Updated over a week ago
AccountsPrep Analysis Tags
Supplement your coding with another level of analysis
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
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!
Written by
Garrett Banahan
Updated over a week ago
Accounts Prep - Default Account Settings
How to set default accounts for your AccountsPrep company
Written by
Brian Carolan
Updated over a week ago
AccountsPrep - Opening Balances
How to import your opening balances into AccountsPrep
Written by
Garrett Banahan
Updated over a week ago
How to import transactions to AccountsPrep
How to add Invoices to AccountsPrep
Written by
Aaron Kelly
Updated over a week ago
AccountsPrep - How to re-sync
Resync AP data
Written by
Tara Broderick
Updated over a week ago
AccountsPrep - Bank Statement Report
Where to find the Bank Statement report
Written by
Aaron Kelly
Updated over a week ago
Importing Bank Statement Data to AccountsPrep
How to import bank statement data to AP
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
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
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%
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
Written by
Garrett Banahan
Updated over a week ago
How can I add AccountsPrep to my integration tab?
AccountsPrep not available within integrate tab
Written by
Amy O’Connor
Updated over a week ago
Bill.com Integration
Bill.com and AutoEntry
Here's how to use AutoEntry with Bill.com and publish invoices through for payment.
Written by
Brian Carolan
Updated over a week ago
Bill.com Integration Setup
Here's how to set up the Bill.com integration
Written by
Brian Carolan
Updated over a week ago
Sage 50 Pastel
Sage 50 Pastel (South Africa): Importing Purchases and Sales from AutoEntry
How to export a CSV file from AutoEntry's Purchases or Sales folders and import it into your Sage 50 Pastel
Written by
Brian Carolan
Updated over a week ago
SortMyBooks
SortMyBooks error 'Relation Specified Incorrectly'
How to clear the error 'Relation Specified Incorrectly' for SortMyBooks integrated companies
Written by
Brian Carolan
Updated over a week ago