Hi Chris,

Thanks for using Community Hub.

You aren't able to integrate AutoEntry with Accounting Start I'm afraid. Your client would need to upgrade to either Accounting Standard or Accounting Plus to integrate with AutoEntry. 

If this helps, please select Verify Answer.

Regards,
Steven Kay
Sage UKI

Thanks Steven, 

Once my client upgrades to Accounting Standard or Plus, how can we integrate AutoEntry with that? do you have a step by step infographic / help article to assist us ? or a video? Thanks very much indeed

Hi Chris,

Does your client pay for their own licence? If so I can organise for someone to give them a call to do the upgrade for them. Send me an email with their company name and contact number please [email protected] 

Here is our guide for integrating AutoEntry once the upgrade is complete. >

Regards,

Steven Kay
Sage UKI

To integrate Sage Accounting and AutoEntry, sign up for an AutoEntry account and connect it to your Sage Accounting software. Upload your financial documents to AutoEntry for data extraction, review, and approval. Then, import the approved data directly into Sage Accounting. Regularly upload new documents for processing and monitor the integration for smooth operation. If needed, refer to documentation or contact support for assistance.