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Back up automatically to Microsoft 365 OneDrive - v30 and below

Created on  | Last modified on 

Summary

Integrate your Sage 50 Accounts with Microsoft 365 and you can back up your accounts data automatically to Microsoft OneDrive. This feature is available in v30.1 and below.

Description

 TIP: There's a different process for this if you're using v31 and above. Read Back up automatically to Microsoft 365 OneDrive - v31 and above.  

When using the scheduled backup option in Sage 50 Accounts and syncing with Microsoft 365, you can set your software to upload your backups automatically to Microsoft OneDrive.

When a backup is attempted, you can set the software to send notifications emails to multiple addresses, with the status of the backup.

The steps in this article assume you've already upgraded and setup Sage 50 Accounts, you have integrated it with Microsoft 365, and are you are using scheduled backup.

 

Resolution

Set up to backup to Microsoft 365 OneDrive

  1. Open Sage 50 Accounts and log on using your manager logon and password.
  2. On the menu bar, click File then click Schedule back up.
  3. On the left side-bar, click Settings.
  4. Under the list of companies, select the OneDrive check box for the companies you want to back up to the cloud.

    The check box is only enabled on companies that are already synced with Microsoft 365.

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  5. Click Save.

 

Set up email notifications

Each time a backup is made, you can set the software to send an email notification, with the status of the backup. This would include if there are any errors in your data.

  1. Open Sage 50 Accounts and log on using your manager logon and password.
  2. On the menu bar, click File then click Schedule back up.
  3. On the left side-bar, click Settings.
  4. Under Email notifications select the Enable email notifications check box.
  5. To add and remove email addresses to send notifications to, click Manage email addresses.
  6. Enter the email you want to receive the notification, then click Add.

    To remove an email, select the check box next to the email and click Remove.

  7. Repeat step 6 for any other emails, then click OK.

 

Restore from OneDrive - Sage Accounts v25 and above

  1. On the menu bar click File then click Restore.
  2. Click OneDrive then click the required backup file and click OK.
  3. Click OK then click Yes, and once complete click OK.
  4. Enter your Logon name and Password then click OK.

NOTE: If you are on Sage Accounts v24 and below, you need to instead download your backup from Microsoft 365 OneDrive to then restore it - 

 

Check if the upload was successful

  1. Open Sage 50 Accounts and log on using the MANAGER logon and password.
  2. On the menu bar, click File then click Schedule back up.
  3. On the left side-bar, click Backup files.
  4. If the backup is set up to backup Microsoft 365, the status of the upload 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.

Watch the video

 

Upgrading your licence

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