how to set up sage remote access

What is Sage Remote Data Access & how do I to set it up?

• 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.
• Enter and confirm the passphrase to be used when remote users connect to your data, then click Save. For more information on the passphrase, refer to ...
• If prompted, enter your Sage account Email and Password click Log in. Your data will now upload to Remote Data Access.

Full Answer

How do I allow remote users to access my SAGE data?

If this option doesn't appear, your Sage account is already connected. Click the Allow Remote Data Access check-box then click Continue. Enter and confirm the passphrase to be used when remote users connect to your data, then click Save .

How do I connect to a sage technician remotely?

Enter your remote support code provided by your Sage technician in the text box and click the ‘ Connect to technician ’ button. For more product support please visit our support resources page.

Can I add other users to my Sage account?

You can now add other users as required and they can access the company data remotely. NOTE: For every additional remote computer for other users to access data remotely from, you must add a separate Sage Account for them.

How do I initiate a remote support session with Sage support?

A remote support session will be initiated from this page with the assistance of your Sage technician. Enter your remote support code provided by your Sage technician in the text box and click the ‘ Connect to technician ’ button. For more product support please visit our support resources page.

Can I log into Sage remotely?

You can use Sage Remote Data Access to share your company data and access it at a remote location.

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.

Can I log into Sage 50 remotely?

Sage 50c can be accessed by an authorized user remotely, but it has some restrictions. It limits the access of data to a single user at a time by locking-out other users that want to access the information at the same time. Therefore, team collaboration is limited when using Sage 50c.

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.

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.

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

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.

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.

How do I connect to a Sage 50 database?

Connecting to your Sage 50 data using ODBCSelect Start, Settings, Control Panel, Administrative tools, Data Sources (ODBC). ... On the ODBC Data Source Administrator window, click Add.Select Pervasive ODBC Engine Interface.Click Finish.Enter a Data Source Name.More items...

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 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.

Can I access Sage payroll remotely?

Can you access Sage payroll remotely? Yes, you can install Sage Payroll on a hosted remote desktop service. This will enable as many users as you need to connect to and run Sage Payroll remotely from anywhere in the world where there is an internet connection.

What is Sage remote data access?

Sage Remote Data Access (previously known as Sage Drive) means you no longer need to be sitting at the office to work on Sage 50 Accounts. Businesses can share a copy of the live accounts data securely in the cloud, then you and others you invite can access and work on the data from remote locations over the Internet.

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 has replaced Sage Drive?

In Sage 50cloud Accounts v27, Sage Drive is now called Remote Data Access but is still known as Sage Drive in Sage 50cloud Account v26 and below.

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

The Key Differences Between Sage 50 and Sage 50c As mentioned, Sage 50 is a stand-alone desktop solution. While data can be shared with other users in the office, the Sage 50 database cannot be accessed remotely. However, Sage 50c incorporates hybrid cloud technology to drive anytime / anywhere remote access.

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.

What is remote access?

Remote access software is a tool that permits a connection between computers from a distance.

What is Sage?

Sage is a company and industry leader for the provision of enterprise resource planning (ERP) software. They are a global company servicing over 6 million businesses around the world. Originally designed to focus on accounting services, Sage now develops software specially designed to support business ventures with an extensive range of products.

How to access Sage remotely

Sage software is capable of being accessed remotely. This remote access traditionally refers to connecting with the Sage software between one computer and another from separate locations. Conventional ways of gaining this remote access include terminal services, remote desktop connection, or a virtual private network (VPN).

Resources

The benefits of remotely accessing Sage can be critically beneficial. A company or enterprise stands to improve productivity, increase security, and ensure critical data is accessible.

Setting up Sage ID logins and multiuser Remote Data Access

The next BIG step after migration, is setting up usernames so that you can start working in multiuser mode! Note that you can no longer share a Sage ID and username combo on any PC like you could with Sage Drive in version 2020.1. In the image below, you can see that "sysadmin" is only allowed one Sage ID.

Performance tips when switching between Sage IDs to access Sage 50 CA on the same machine

Though it is possible to use the sysadmin login on more than one computer, you can run into issues.

Got data conversion issues?

If you haven't already, re-visit steps 1 through 3 of our previous post, called Part 1 of 2: Sage 50 CA Data Conversion Tips , where we shared some top tips for users with data conversion issues.