If a client moves from another Accountant using Sage 50 Payroll Online Bureau (OB) to you, or vice versa, you can request to migrate their OB data over.

This means employees retain their login details and existing data, and the new Accountant doesn't need to set OB up.

Follow the steps below to request a migration.

 NOTE: It's not possible to migrate a company between Online Bureau and Sage HR Online Services. If you use Sage HR and need to delete a company, follow our company deletions - Sage HR Online Services guide. 

To request a Migration, both the new and former Accountant must complete our online form. 

If one Accountant fails to complete the form, or any information is entered incorrectly, the migration will not be completed.

 NOTE: The service level for the migration is two working days, from when both Accountants submit the form. 

Request the migration

To avoid any delays, complete the form fully and as accurately as possible. In particular, ensure the company name and PAYE reference is correct, matching how it appears in the Online Bureau portal.

Ensure the other Accountant is aware of the process and the requirement that they complete the Migration form below.

To request the Migration, please complete this form >

Next steps

When we complete the migration, the company in question is listed alongside the other companies in the new Accountant's online portal. It can be now used as normal.

At this point, the company no longer appears in the former Accountant's online portal.

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