About the manage cloud connection window

Solution Properties

Solution ID:

240228085943660

Last Modified Date:

Wed Jul 17 13:31:56 UTC 2024

Taxonomy Path:

Case category//How do I...//setting up

Author:

[email protected]

About the manage cloud connection window

Description

If you use any of the following connected services:

Bank Feeds
Invoice Finance
Invoice Payments
Satago
Customer Account Portal
Sage for Accountants

You'll see the below message if you restore a backup onto a different computer, if your Sage Account details need to be authenticated or when you update to v30.1 from an older version.

You'll need to pick an option to ensure your data is updated correctly and still accessible. We'll show you how.

Cause

Resolution

When you install v30.1 of Sage 50 Accounts or restore your data to a new location you'll see the Manage cloud connection window if you had a connected service set up before.

There are two options to choose from. The table below explains which option you should choose depending on the scenario:

Scenario	Which option to select?	Reason
If you're an accountant, and your client has sent you a backup in order to make adjustments or run reports (etc.)	Work without Sage Account	Cloud Connected services aren't required to make changes to accounting data or viewing records.
You're a Sage 50 Accounts user and take a backup from the office to home, in order to complete some work at home.	Work without Sage Account	Cloud Connected services aren't required to make changes to accounting data.
You upgrade to v30.1, from v29.2 or below (and don't use Remote Data Access).	Reconnect with Sage Account	You've upgraded your program, we need you to sign in with your Sage ID to complete the process.
You restore a backup that was created prior to v30.1.	Reconnect with Sage Account	You've upgraded your data, we need you to sign in with your Sage ID to complete the process.
You move data for troubleshooting purposes.	Work without Sage Account	No need to connect your Sage Account.
You move data because you get a new server.	Reconnect with Sage Account	This is a brand new location, you need to sign in with your Sage Account.
If your Sage Account (Sage ID) details have become invalid.	Reconnect with Sage Account	The software requires your Sage ID to continue.
You have no internet connection, or the Sage ID service is not available.	Work without Sage Account	Where the service is down or no internet is available, when the user logs in, they'll need to select work without Sage Account.
If you're an accountant using Client Manager and you install v30.1 before your client has updated.	Work without Sage Account	The accountant can work as normal but the client needs to log in with their Sage ID on their computer to resolve.
If you're an accountant using Client Manager and you restore a backup from v29.2 or below into v30.1	Work without Sage Account	The accountant can work as normal but the client needs to log in with their Sage ID to resolve.
If no access to the email for the Sage Account.	Work without Sage Account	If you need to reconnect but don't have access to the email for the Sage Account, you can disconnect all connected services >
Restored into a new location and you want to disconnect all cloud connected services.	Reconnect with Sage Account	Log in with your Sage Account (Sage ID) and then click Connected Services and then Disconnect Sage Account. Find out more >
If you were using a 32-bit version of Sage 50 Accounts, and upgrade to a 64-bit version.	Reconnect with Sage Account	As the Sage Account details are stored in a different location in 64-bit program, we need you to log in with your Sage ID to complete the upgrade.

NOTE: If you don't want to use Connected services at all, or are unable to recover the account used to set them up, select Work without using your Sage account and then follow this article to disconnect your connected services >

Read the sections below for more information about what happens when you select each option.

Reconnect using your Sage account >

If you're using any cloud-connected services, and want to use them on the computer you're seeing the message on, then you'll want to select this option to ensure you can continue to use these services on the computer you're logged in on.

Select Reconnect using your Sage account on the left, and click Continue

You'll be asked to log in to your Sage account.

Once your connection is re-established, you'll see this message:

A screenshot of a computer Description automatically generated

Now you can continue to use your cloud-connected services as normal.

Work without using your Sage account >

If you don't want to use cloud-connected services on the logged-in computer, this option disables them, allowing you to work without access to those services. This is fine for everyday processing, or if you use Remote Data Access - You won't be affected.

Click Work without using your Sage account on the right, and click Continue.

A screenshot of a computer Description automatically generated

You'll see the following confirmation message:

A screenshot of a cloud connection Description automatically generated

Now you can work as usual, without access to your cloud-connected services.

If you later decide you want to use those services, just select the option to reconnect using your Sage account the next time you open the program.

Steps to duplicate