Remote-access Guide

sage drive remote access

by Lester Lang Published 2 years ago Updated 1 year ago
image

Upload your data to Remote Data Access

  • Open Sage 50cloud Accounts and log in as MANAGER.
  • Click Settings then click User Management and click Users.
  • Click MANAGER then click Edit.
  • If you've not yet connected your Sage account to this company, click Get started with Sage account to set this up. ...
  • Click the Allow Remote Data Access check-box then click Continue.

More items...

Full Answer

What is remote data access in Sage 50?

Sage Drive is now referred to as Remote Data Access. The option to share data and manage users is now integrated into Sage 50. For Sage 50 Accounting—Canadian Edition, you can access information here.

How do I connect to my data in Sage drive?

You can connect to your data in Sage Drive when you are not in the office and enter transactions. Your local Sage 50 Accounting company file and your shared company constantly synchronize to ensure that your records are current in both locations. Install Sage 50 Accounting. Purchase or update to a service plan that provides access to Sage Drive.

What happened to Sage drive?

Important! Sage Drive is now referred to as Remote Data Access. The option to share data and manage users is now integrated into Sage 50. For Sage 50 Accounting—Canadian Edition, you can access information here.

Do I need to use Sage drive management center?

Note: Using Sage Drive management center is no longer required following release 2020.2. KB 105572 provides the steps on how to migrate your company file from Sage Drive to the new Remote Data Access platform.

image

How do I access my Sage Drive remotely?

0:093:02Sage 50cloud Accounts (UK) - Enable Remote Data Access - YouTubeYouTubeStart of suggested clipEnd of suggested clipChoose user management. And then click users. You then highlight your user in this case manager andMoreChoose user management. And then click users. You then highlight your user in this case manager and then click edit. Before you can allow remote data access you must connect your company to a sage id.

Can I use Sage remotely?

Sage cookie information Using Remote Data Access, you can share your data securely via the cloud, giving you and other users access to your accounts from home or anywhere with an internet connection.

How do I add users to remote data access formerly Sage Drive?

How do I add users to Remote Data Access?Open the company and go to Maintain, Users, Set Up User Security. ... Click New User. ... User name, Password, and Email need to be filled in.Select the user's level of access and Save the record.Repeat steps 2-4 as needed to add any additional users.When done, click Save and close.

Is Sage remote data access free?

For SAN members and customers with a Sage 50c subscription plan, the Remote Data Access service is included, at no additional cost, as long as the subscription remains active.

How can my accountant access my Sage?

In the upper right-hand corner, click your business name and then Manage Business Account. On the left-hand side, click the Invite Accountant tab. Enter your accountant's Sage email address, then choose Send Invite.

What is Sage Drive?

Sage Drive is a service that enables you to store a current copy of your company database in the cloud, then access it from any computer that has (preferably fast) internet connection and Sage 50—U.S. Edition installed on it.

How do I share a Sage Drive?

0:522:43Sage 50 2018 Tutorial Sharing a Company in Sage Drive ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipSelect file sage Drive share company from the menu bar to open the sage drive share company wizardMoreSelect file sage Drive share company from the menu bar to open the sage drive share company wizard to sign in with an existing sage ID for which the service has been activated.

How do I connect to Sage Drive?

0:072:47Sage 50 - Sage Drive Setup (must be logged in as a Manager) - YouTubeYouTubeStart of suggested clipEnd of suggested clipOpen up the activation link email and click on the link that brings you to a welcome to sage driveMoreOpen up the activation link email and click on the link that brings you to a welcome to sage drive screen with two options in this case you are a data owner setting up sage drive for the first time.

How do I download a company shared with remote data access formerly Sage Drive )?

How do I download a company shared with Remote Data Access?Go to File, Connect to a Shared Company.When prompted, enter your Sage account email address. ... Select the company you want to access in the Shared Companies window.Click Connect to download the company file.

How much does Sage Drive cost?

Sage 50cloud Accounting PricingPricing & FeaturesPro AccountingPremium AccountingMonthly Pricing ($/Month)$56.08$87.58 to $120Annual Pricing ($/Year)$567$880 to $2,015Number of Users11 to 5Bank Reconciliation✔✔5 more rows•Dec 16, 2021

What does Remote data Access mean?

Remote Data Access is a cloud service that lets you share your company accounts data securely giving you and other users access to your company accounts from anywhere.

What is the difference between Sage 50 Accounts and Sage 50cloud?

Sage 50cloud is the newer and more feature-rich version of Sage 50. In this blog, we give you an idea of the added functionality of Sage 50cloud, letting you make a decision that's right for YOU! The first point to make is that Sage 50 is not being 'pushed out' by Sage 50cloud.

Can you use sage over a VPN?

Sage 50 or 200 should not be accessed directly via VPN. This is not supported by Sage and could result in data corruption. What do we need from you? You (or your IT company) would need to provide the Remote Desktop Server and VPN.

Does Sage 50cloud need a server?

Sage 50 Cloud is a feature of Sage 50 Cloud Accounts designed to allow people to share Sage data without a server. It works by synchronising data to the cloud from each PC and back down to any other PCs.

Can I use Sage 50 online?

Sage 50 (previously known as line 50) is a sophisticated accounts solution that gives you complete financial control of your business. The Sage 50 Accounts software solution is highly flexible and configurable and can be used online via the Cloud or installed on your own server as On-premise.

How do I connect to Sage cloud?

0:012:19Sage 50cloud Accounts (UK) - Connect using Remote Data AccessYouTubeStart of suggested clipEnd of suggested clipNumber your activation key and then your account. Number you then click next it should then onlyMoreNumber your activation key and then your account. Number you then click next it should then only take a few seconds for the license confirmation window to appear.

What is remote access Sage 50?

Remote Data Access is a multi-user solution that requires the installation of Sage 50 anywhere the company data is being accessed from and an internet connection.

Can Sage 50 be accessed from another location?

If you need to work with your data but are not at the office, you can then access it from another location. As you create and adjust transactions, your Sage 50 company file is synchronized with the shared company so your data is never out of date. If you regularly work with an accountant or bookkeeper, you can easily share your company file ...

Before you start

NOTE: Remote Data Access is not recommended as an alternative to your local area network.

Next steps

You can now add other users as required and they can access the company data remotely.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9