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Back up automatically to Microsoft 365 OneDrive - v30 and below

Created on  | Last modified on 

Summary

Automatically upload scheduled backups to Microsoft 365 OneDrive in Sage 50 Accounts v30.1 and below.

Resolution

If you use scheduled backups and sync Sage 50 Accounts with Microsoft 365, you can upload backup files automatically to Microsoft OneDrive. You can also configure email notifications to receive the status of each backup, including any errors.

Before you start

NOTE:

Office 365 integration isn't available in Sage 50 Accounts v31 or above.  

Make sure you've:

Set up automatic backups to OneDrive

  1. Log in to Sage 50 Accounts as manager.
  2. Go to File, then select Schedule back up.
  3. Select Settings.
  4. Under the company list, select the OneDrive checkbox for each company you need to back up.

    NOTE:

    The OneDrive checkbox is only available for companies already connected to Microsoft 365.

     
  5. Select Save.

Set up email notifications

You can receive an email each time Sage 50 Accounts creates a backup.

Enable email notifications

  1. Log in to Sage 50 Accounts as manager.
  2. Go to File, then select Schedule Back Up.
  3. Select Settings.
  4. Under Email Notifications, select Enable Email Notifications.

Add email addresses

  1. Select Manage Email Addresses.
  2. Enter the email address, then select Add.
  3. Repeat for any additional email addresses.
  4. Select OK.

Remove email addresses

  1. Select Manage Email Addresses.
  2. Select the checkbox next to the email address.
  3. Select Remove, then OK.

Restore from OneDrive

These steps apply to Sage 50 Accounts v25 and above.

 

  1. Go to File, then select Restore.
  2. Select OneDrive, then select the backup file.
  3. Select OK.
  4. Select OK, then Yes.
  5. When the restore completes, select OK.
  6. Enter your login details, then select OK.

Check the upload status

  1. Log in to Sage 50 Accounts as manager.
  2. Go to File, then select Schedule back up.
  3. Select Backup files.
If the backup uploads to Microsoft 365 OneDrive, the upload status appears in the OneDrive column.

Icon Details
Image The backup uploaded successfully to OneDrive.
Image The backup is still uploading to OneDrive.
Image The backup failed to upload to OneDrive.

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