| | Set up AutoEntry in Sage Accounting |
| Description | This is step 6 of 7 to set up your clients with Sage Accounting.
- set up AutoEntry in Sage Accounting
- access AutoEntry help site
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| Cause | Reduce manual data entry. Spend less time inputting invoices and receipts by hand. Create transactions directly into Sage Accounting from scanned and photographed invoices, receipts or documents.
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| Resolution | -
Find your AutoEntry settings by selecting Settings from the menu.
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From the Connect section, select AutoEntry.
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Select Go to AutoEntry.
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Complete the form, then select Continue to create an account with AutoEntry.
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Enter your email address and choose a password.
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Select Continue to start the setup process.
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If you have multiple companies, choose the companies you want to use with AutoEntry. -
Select Continue. The companies will import into AutoEntry. -
When all companies are created and integrated, select Continue. -
Select Get Started to go to AutoEntry. -
You'll see your integrated companies in the AutoEntry company list. You're now ready to upload documents (opens in a new window or tab).
 To add multiple companies again - Go to the AutoEntry company list.
- Select Add Company.
- Select Add companies from the Sage tab.
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