AutoEntry by Sage

How to access the Integrate page in AutoEntry.

Integrate page overview

How to integrate your AutoEntry company with accounting software.

Connect your company with your accounting software

How to check the status of your integration with your accounting software in AutoEntry.

Check the integration status

What is the sync button for and when to use it in AutoEntry.

Re-Sync Data

How to troubleshoot if your supplier records or customer records are missing or have disappeared in AutoEntry.

New supplier or customer not showing in AutoEntry

How to make new VAT codes or Nominal codes you've created in your integrated accounting software available in AutoEntry.

New VAT code or Nominal code not showing in AutoEntry

How to disconnect your company from the accounting software it's integrated with.

Disconnect integration with your accounting software

Enhanced duplicate check, including the ability to send attachments over to duplicate transactions.

Checking for duplicates with File Matching

A list of accountancy packages AutoEntry can integrate with.

What accountancy packages does AutoEntry integrate with?

Integration status in the inbox says the integration has failed? Not quite....

Integration Status 'Barred'/'No Entry' symbol

How to clear the error message 'The country of the Company you are trying to connect is not supported.' when integrating your company.

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

Setting the Duplicate check date threshold for Sage Accounting, Xero and QuickBooks Online integrations.

Duplicate Check Date Threshold (Sage Accounting, Xero and QuickBooks Online)

How to add a payment account to select when you mark an invoice as paid.

Add a payment account

Brian Carolan

Marie-H

Oliver Cook

Common queries about integrating AutoEntry with accounting software.

Integration with AutoEntry

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.