Sage 50 Canada AutoEntry Integration

The Auto-entry sync app is first integrated into Sage 50 Canada to extract the needed data before posting. It requires simple scanning, capturing images of the documents, or sending an email of the file you need to capture. In this, you can easily capture item details, and tax summaries including quantity, unit price, and description. It also syncs several invoices to match and open purchase orders. The article below is rounded up with the guide explaining the use of Sage 50 Canada Autoentry, its integration, and the sync process. Let’s delve into the below section to learn more details. Also, you can get tools and Sage 50 ADD ON, which is very helpful for accounting and bookkeeping tasks.

What Is AutoEntry App?

Auto-entry is a cloud-based program used to automate data entry by accurately capturing documents into Sage 50. It eliminated the requirement for manual data entry. You can easily submit documents, do smart analysis, and auto-publish and extract data.  It allows the data extraction of the document and other files using the mobile app. This helps quickly and correctly upload data into accounting platforms. Moreover, it provides collaborative options that let accounting partners, bookkeepers, and other stakeholders collaborate securely on scanned files.

Does AutoEntry Work With Sage 50?

The Sage and Auto Entry integration includes using the multi-user mode. It needs to use the AutoEntry Desktop sync to create an extra user. You can use the setup drop-down during Sage 50 Canada and click Setup users. The AutoEntry Desktop syncs App ensures the new user has enabled write/read access and full accounting rights.  Here is the list of steps to configure the Sage 50 Canada Autoentry integration:

• The first step is to open Sage 50 CA. This is the accounting software that you will be using to integrate with AutoEntry.
• Click Setup > Users and Roles. This will open the Users and Roles window.
• Click Add User. This will open the Add User window.
• In the User Name field, enter a name for the AutoEntry user. The name should be impressive and easy to memorize.
• In the Access Level field, select Read/Write. This will give the AutoEntry user permission to read and write data in Sage 50 CA.
• In the Accounting Rights field, select Full Accounting Rights. This will give the AutoEntry user permission to perform all accounting tasks in Sage 50 CA.
• Click OK. This will add the AutoEntry user to the Sage 50 CA users list.
• Download the AutoEntry Sync App from the AutoEntry website. This is the software that will be used to connect Sage 50 CA and AutoEntry.
• Install the AutoEntry Sync App. It can be done by running the downloaded file.
• Launch the AutoEntry Sync App. This can be done by clicking on the AutoEntry Sync App icon on your desktop.
• Log in to the AutoEntry Sync App with your AutoEntry login details. These are the exact login details that you use to access the AutoEntry website.
• Select the AutoEntry company that you want to connect to. This is the company that you want to import data from into Sage 50 CA.
• In the Sage 50 Company Location field, enter the path to the Sage 50 company file. This is the file that contains the data for your Sage 50 CA company.
• In the Username field, enter the username for the AutoEntry user that you created in Step 3.
• In the Password field, enter the password for the AutoEntry user that you created in Step 3.
• Click Connect. This will connect Sage 50 CA and AutoEntry.

Also AccountsPro makes it easy to Integrate Sage 50 With Excel so users can import customers, clients and sale data easily .

AutoEntry Integration with Sage 50 Canada

The Auto-entry Sync App is used to link the Sage 50 Canada company file in the system for Auto-entry. This app is used to sync the data between the Sage 50 on the AutoEntry website and the desktop. Here are the steps for the integration process:

• Firstly, make sure you have enabled multi-user mode in Sage 50. It is recommended to create an additional user with password credentials within Sage to be used through AutoEntry Sync. In this case, use the drop-down Setup to set up users. If you face any Sage 50 Error, then use the SysAdmin user. Once you assigned the password, then the Add User option is available. It is suggested to give a name auto entry to the new user to let you easily differentiate the user.

• After setting up, the user closes the Sage 50 Company file to save applied changes
• Next download the AutoEntry sync app
• After the download process is complete, run it
• While executing, open the Sync App
• You will get a login page on the screen to enter the login details
• Once you enter the login details, a window will appear on the screen
• Choose the Company you need to integrate with Sage 50 Canada
• Hit Connect button
• You will display a new window to fill the folder path, username, and password to link a Sage 50 Canada company file.
• Make sure that you have selected Accounting software as a drop-down menu of Sage Canada
• You can discover the folder path using Sage 50
• Hit File button
• Choose Properties tab
• Click on the path location on the pop-up page
• Fill in the username & password with the new details you recently set up previously
• Make sure the connection is not set up with the sysadmin information

Running an eCommerce store online ? then check out Sage 50 WooCommerce Integration guide which makes it easy to manage all sales entries with proper invoicing, inventory and tax management .

AutoEntry Synchronization with Sage 50 Canada

Sage 50 is a locally installed and hosted system on the system. There is no direct method to integrate AutoEntry. Thus, there developed a sync app named AutoEntry, which is developed and run on the computer. It lets the data transfer using Sage 50 to Auto-Entry & vice versa. Here are the steps to use the AutoEntry Sync installer:

• The first step is to go to the AutoEntry website. This is where you will find the download link for the AutoEntry Sync app.
• Click on the Download tab. This will open a page with a list of all the available downloads.
• Click on the Download AutoEntry Sync button. This will download the installer file to your computer.
• Run the installer file that is downloaded. This will start the installation process.
• Mind the on-screen guidance to complete the installation. The installer will instruct you via each method of the process.
• Check that your PC fulfills the system requirements. The AutoEntry Sync app requires .NET Framework 4.7+. In case your computer does not satisfy these requirements, you cannot install the app.
• Once the installation is complete, run the AutoEntry Sync app from your Start menu. This will open the AutoEntry Sync app window.
• Log in to the AutoEntry Sync app with your normal AutoEntry login details. These are the exact login details that you use to access the AutoEntry website.
• You can now start linking your company files to AutoEntry. To do this, click on the Add Company button and choose the company file you want to connect.

To get the issue resolved instantly while using AutoEntry with Sage 50 just click the Sage 50 Chat button given below.

AutoEntry Error Issue Canadian Sage 50

Several issues are interrupting the AutoEntry Sync and Sage 50 integration. Here are the issues below:

Not running Sync App Desktop Service:

The most basic issue would be not running the sync app service. To verify if the sync app service is running or not, you need to open the Integrate window in Auto-entry. It will show the desktop sync service status, i.e., running or not running.

Find out what users can do when the Sage 50 Stop Responding issue comes after the integration of Sage 50 with AutoEntry.

AccountsPro experts are available for fixing Error Sage 50 Backup in case some warning message appears on the screen while taking Sage 50 Backup Process.

Fix AutoEntry Sync App Is Not Running Issue

• If the sync app is executing, however, you failed to publish the invoices, then check you have not selected the re-sync tab after clicking on the publish option on any invoices. Hit re-sync interrupts them from the option named publishing to Sage
• Verify the integration status on the company list through the AutoEntry Sync App or the AutoEntry website

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