Send documents to Microsoft OneDrive from Sage 50 Accounts

When you print or email documents in Sage 50 Accounts, you can automatically save copies to Microsoft OneDrive in your connected Microsoft 365 account. This gives you a secure copy of each document you send out, without the need to print and store duplicates.

OneDrive document settings

1. Open Sage 50 Accounts and log in as manager.
2. On the menu bar click Settings, then click OneDrive Document Settings.
   If prompted to connect your data to Microsoft 365, click Yes, upload your data then repeat step 2.
   
3. Under Storage Preferences, select to store copies of printed documents, emailed documents or both.
4. Under Select Layouts, browse to and select the layouts you want to store in OneDrive.
5. To confirm before each document is sent to OneDrive, click the Ask for confirmation before sending documents to OneDrive checkbox.
6. To confirm your storage settings, click OK, then if a confirmation message appears, click Yes.

Send documents to OneDrive

1. Browse to and click the document you want to print or email, then click Print or Email as required.
2. If a Sending to OneDrive confirmation message appears, click Yes.
3. Continue to print or email the document as normal.

Your document is sent to OneDrive the next time your accounts data syncs with Microsoft 365. You can view uploaded documents from within Sage 50 Accounts and also within OneDrive.