AutoEntry by Sage

Brian Carolan

Stephen Hall

Oliver Cook

Useful information and guides for integration with other software such as Quickbooks, Xero, etc.

Other accounting software - Integration

How to export a CSV file from AutoEntry's Purchases or Sales folders and import it into your Sage 50 Pastel.

Sage 50 Pastel (South Africa) - Importing Purchases and Sales from AutoEntry

Sage 50 Pastel

The steps required to set up Tracking Categories in Xero.

Xero Tracking Categories

Xero allow the option of approving invoices as draft or awaiting Approval/Payment

Approving Invoices to Xero as Draft or Awaiting Approval/Payment

AutoEntry has done the extraction, here's how to get that data into Xero in no time!

Importing Bank/Card Statement Data to Xero

2-Step Authentication Required by Xero for Australian Users

Xero Security for Australian Users

Publishing Invoices as Billable Expenses and adding Customers to invoices for Xero and QuickBooks Online

Xero and QuickBooks Online - Billable Expenses

Using the Mark as Paid feature with Xero.

Mark as Paid Feature Requirements for Xero

Xero

The QuickBooks Online versions that AutoEntry will integrate with.

What Version of QuickBooks Online does AutoEntry work with?

You can download your uploaded bank statement data and import it into QuickBooks Online.

Import bank statement data to QuickBooks Online from AutoEntry

Line Items can be posted through to the Items Table on expense and purchase forms in QuickBooks Online for stock or inventory control.

Invoice Line Items to Items Table in QuickBooks Online

How to clear the error 'Unauthorized status: 401' when integrating with QuickBooks Online.

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

Signing in with Intuit (QuickBooks Online) Login Details

How to switch between products/services and nominal accounts for analysing lines items when publishing to QuickBooks Online.

Switching from Products/Services to Nominal Accounts for QuickBooks Online

QuickBooks Online

How to connect a QuickBooks Desktop company file to AutoEntry using the Desktop Sync App.

QuickBooks Desktop - Getting Started with AutoEntry

How to import the Bank Statement extraction from AutoEntry directly into QuickBooks Desktop as Bank Transactions.

Import bank statement data to QuickBooks Desktop from AutoEntry

Common reasons why your published invoices may not be successfully sent to QuickBooks Desktop.

Invoices not Publishing to QuickBooks Desktop?

The full transaction description is not transferring over to QuickBooks Desktop?

QuickBooks Desktop Import Description Error

QuickBooks Desktop

Can an invoice image be attached to FuseMetrix after publishing from AutoEntry?

Invoice Attachments in FuseMetrix

FuseMetrix - Flat Rate Tax

FuseMetrix

What does AutoEntry post to MYOB when an invoice is published?

MYOB and AutoEntry Features

Steps to take when integrating MYOB with a company in AutoEntry.

Integrating MYOB AccountRight Live to AutoEntry

MYOB AccountRight Live

How to resolve the 'incorrect username and password' error when integrating AutoEntry with Kashflow.

'Incorrect Username or Password' Error when Integrating with Kashflow

KashFlow - Adding Contacts Not Available

If integrating with KashFlow and there's a request for API access, here are the steps.

KashFlow API Request

KashFlow

FreeAgent currencies information for Purchase invoices.

FreeAgent - invoices posting in wrong currency?

Can FreeAgent sub-accounts be synced to AutoEntry?

Michael McFarland

FreeAgent

For users who sign into AutoEntry using the 'Sage ID' link.

Creating an AutoEntry Password for Sage ID Users

For users who signed up to AutoEntry using the 'Sign in with Intuit' link through QuickBooks Online.

Creating an AutoEntry Password for Intuit ID Users

Single Sign On Password Settings for Sage/Intuit ID users

Here's how to use AutoEntry with Bill.com and publish invoices through for payment.

Bill.com and AutoEntry

Bill.com Integration Setup

Bill.com Integration

Find answers and get help from Intercom Support and Community Experts

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