How do I connect my Sage account to Sage 50 Accounts?
Description

You can connect your Sage 50 Accounts data to your Sage account email address to access connected services such as:

  • Remote Data Access
  • Bank feeds
  • Invoice Payments
  • Report finder (in v30 and above)
  • Sage Copilot (v31 and above)

TIP: If you set up one of the services without connecting your email first, the connection setup with prompt you.

When you connect your Sage account to your company data, you become the data owner. We recommend your system administrator, or the person managing the company data and users, is the one to connect.

Cause
Resolution
  1. Open Sage 50 Accounts and log in as MANAGER.
  2. On the navigation bar go to Home, then Get started and create your Sage account.
  3. Select Get started nowsteph enter your full name, then select Yes, I am the right person.
  4. Confirm your company information is correct, then select Continue.

    NOTE: Any changes you make to your company information will automatically update the information in Company Preferences.

  5. Enter your email address, then click Continue and follow the on-screen prompts. 
  6. When complete, click Close.

You've now connected your Sage account to your company data and can start using the connected services features.

Steps to duplicate
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