Sage 50 Canada AutoEntry Integration Process
AutoEntry is the growing automation software company in the market. It connects with accounting, bookkeeping, and business systems to help free up time for accountants and bookkeepers. AutoEntry is integrated into Sage 50 Canada Accounts to allow enterprises to automatically import data from financial and other systems, the AutoEntry module in Sage 50 Canada has been beefed up with features like ‘startup wizard’ that guides a user through various steps needed to set up the integration.
We have acquired AutoEntry and we believe in their value. We have been working with accountants and business customers over the past two years, trying out different solutions to the pain point of data entry, and decided that AutoEntry is a solution that can truly make a difference. Complete guide with step-by-step instructions for Sage 50 Integration with AutoEntry and how to use AutoEntry with Sage 50 Pro, Premium, Quantum. AutoEntry APP complete features and detailed review by the AccountsPro team.
Starting and Updating a Sage 50 Canada Account
If you are going to be using Sage 50 Canada, it is important to start the account with the right information. The first step is to create a new business and enter the name, address, phone number, etc. Next, you have to add employees and their contact information. When you are done with this part of the process, you can move on to adding customers and suppliers. You should also complete your chart of accounts so that everything is organized in one place.
Sage 50 Canada users can now capture a receipt with their mobile device and match it to an expense account. This saves time and increases the efficiency of your business.
However, before that, you will need to integrate AutoEntry with your Sage 50 CA. As AutoEntry is a cloud-based software and Sage 50 CA is installed locally, AutoEntry needs to be integrated with Sage for the two platforms to communicate seamlessly. If you are yet to do this, we can be of great help. Below, we will provide a simple, step-by-step procedure on how to integrate. Here is how to set up auto entry integration with Sage 50 Canada. The AutoEntry Desktop Sync App is an application that will automatically update the records of your Sage 50 software with those of the AutoEntry application. This will streamline the loading of data between your two programs, such as sales and customers. Here are the steps for installing this app:
Step: 1
For easier integration, it is best to use Sage 50 in multi-user mode. To do this, make a new user profile in Sage 50 Canada and give the new user a unique password for use only with AutoEntry Sync App. Give this user a suitable name to tell you that they are only for the AutoEntry Sync App. You should also assign full accounting.
Please follow the steps below-
- Open Sage 50 Canada
- Navigate to the Setup drop-down box
- Click on Set Up Users
- If you disable the “add user” option, you will need to manually make a password for the sysadmin user. This will make it so that this option is enabled.
Step 2:
Close the Sage 50 CA Company when you are done.
Step 3:
Download the installer file of the AutoEntry Sync App from
Step 4:
- Once you have installed the app, click to launch it.
- Open the Sync App
- You need to sign in with the AutoEntry credentials you have on file from accessing the AutoEntry website.
- After entering login information, you will be able to log in and see which companies you have access to.
- Choose the company you want to integrate with Sage 50 Canada.
Step 5:
- Please login to Sage 50 Canada using a username, password, and work path.
- Make sure to select Sage Canada from the drop-down named Accounting Software.
- What is your company’s username? What is your company’s password, please? Your Sage 50 Canada account will be successfully integrated.
Importing New Customers, Employees, Vendors
One of the major benefits of using Sage 50 Canada is the ability to quickly import new customers, employees, vendors and other similar accounts. This process can be done by exporting your company’s customer list in a CSV format and then importing it using AutoEntry.
Setting up an AutoEntry Profile for a Sage 50 Canada Company
AutoEntry is a free and easy tool that can be used to set up a profile for every company in Sage 50 Canada. First, the user needs to create an auto-entries file by clicking on the link at the top of the dashboard. This will open up a blank file where all of their settings will be stored. Once they have completed this file, they need to name it and then click Save. They should also make sure that they select “Yes” when prompted if they want their data saved as xml or CSV files.
Also Read: How To Setup EFT Sage 50 Canadian
Conclusion
I have published a post, “Integrating Sage 50 Canada Accounts Via AutoEntry” which provides some guidelines on how I integrated the accounts in Sage 50 Canada and have successfully synced between them.
