Set up Remote Data Access

Summary

How to work remotely from another computer using Remote Data Access (RDA) in Sage 50 Accounts v27 and above.

Resolution

Follow these steps to enable users to access your company data remotely with our Remote Data Access feature.

Set up process

▼ Check if you can use Remote Data Access

To use Remote Data Access, ensure you're using the latest Sage 50 Accounts with an active subscription and a suitable internet connection.

Check the requirements you need to use RDA

CAUTION: We don't recommend using Remote Data Access as an alternative to your local area network (LAN), even though it allows collaboration with colleagues.

▼ Back up your data

Click File, then click Backup, and take a backup of your data

NOTE: When using Remote Data Access, you still need to take regular backups of your data.

▼ Allow Remote Data Access

TIP: You can upgrade the number of users. Leave your details and we'll be in touch.

To use Remote Data Access, link the company to your Sage account.

Open Sage 50 Accounts and log in as MANAGER.
Click Settings then click User Management and click Users.
Click MANAGER then click Edit.
Select the Allow Remote Data Access checkbox, confirm your details, then click Continue.

▼Unable to select the checkbox?

If you can't select the checkbox, you need to link your company data to your Sage account. Click Get started now with your Sage account and follow the onscreen instructions.

NOTE: Before you link this company to your Sage account, ensure you've got the correct company permissions as you'll be the data owner.

Enter your first and last name, then click Yes, I am the right person.
Confirm your company information, then click Continue.
Log in to your Sage account:

I have a Sage account - Enter your login details.
TIP: These are the same credentials used to access your payslips or mysage.com.

or

I don't have a Sage account - Click Create account and follow the steps to create one.
TIP: Find out more in our What is a Sage account, and how to sign up guide.
Now you've linked your company data you can select the Allow Remote Data Access checkbox.
Click Continue.

▼ Create a Passphrase

TIP: The Passphrase is different to your password. Our handy Remote Data Access - Passphrase guide explains when you need the Passphrase and how to check what it is.

Anyone needing remote access the company data must enter this Passphrase. It must be at least 15 characters long and contain at least one uppercase and one lowercase character. There's no maximum length.

Enter and confirm the passphrase, and store it in a secure location.
Click Save.

You can now access your data via Remote Data Access.

NOTE: If you forget your Passphrase, the MANAGER or data owner can view this in Sage 50 Accounts. Click Remote Data Access Settings then click Show Password/Passphrase.

▼ Next steps

Now that you've connected your company to RDA, let's manage your users:

Give remote access to existing users: Enable enable them to access the company data remotely.
Create new users with remote access: Set up new users and give them permissions to access your company data remotely.
Access company data remotely: Connect to your data from another machine.

TIP: For every additional user accessing your data remotely, you must create a separate Sage Account.

Syncing data

All changes to your data are automatically uploaded to the cloud as you and your colleagues work. The data is downloaded regularly to all connected locations to ensure everyone works on the latest version.

CAUTION: Remote Data Access isn't a data backup service, and you must take regular backups of your data.

Find out more in our dedicated Help Centre

To help you with Remote Data Access, we've pulled together everything you need. Visit the Run your accounts data remotely Support hub.

Set up Remote Data Access

Summary

Resolution

Set up process

Syncing data

Find out more in our dedicated Help Centre

SUPPORT & TRAINING

PARTNERS

COMPANY

FAQs