With Remote Data Access, your data is uploaded at the main site and then can be accessed remotely from remote sites. Here we explain how to change your Remote Data Access main site to a new location for Sage 50 Accounts v27.

NOTE: In Sage 50 Accounts v28, all tasks can be done on every site, making things much easier to manage. Where possible we recommend installing Sage 50 Accounts v28 rather than following the steps below.

TIP: If you're not sure, you can check if you are at a main or remote site >

Things to be aware of

If you want to move your Remote Data Access main site to a new location, there are first some points you should consider:

Loss of functionality - if you use any of  the following features, and you move your main site to a new location, you'll need to set them up again:

• Scheduled backup
• Bank Feeds
• Invoice Payments
• GoCardless
• Microsoft 365 integration
• Connected Cloud

Online Sage account login details - the user who uploads the data, and any users that also need to reconnect to the data will need their online Sage account login details to do this.

Steps to change your main site to a new location

Here we explain how to change a current remote site or a new computer to become the new main site and reconnect your other remote sites:

• Take a backup of your data.
• Disconnect all remote sites from Remote Data Access.
• Disconnect the main site from Remote Data Access and remove company.
• Check all sites have the same software version.
• Restore your data at the new main site.
• Re-upload your data at the new main site.
• Reconnect your other remote sites to the new main site.

Take a backup of your data

Before continuing it's important you take a backup of your data. This will be the data you will restore and re-upload to Remote Data Access. You will need to transfer this backup to the computer at the site which is going to be your new main site.

NOTE: If you're unable to take a new backup of your data, you can either use a previous recent backup and re-process any transactions or contact Sage support to see if we can recover your data from your remote site.

Disconnect all remote sites from Remote Data Access

 CAUTION: When you disconnect remote sites from Remote Data Access, the data at that remote site will be lost. Please ensure you have at least one current backup of your data.

At all your remote sites, so you're no longer connecting to the data at the office/main site, you must disconnect all your companies from Remote Data Access:

1. Open Sage 50 Accounts.
2. On the Company Selection window, click the ellipsis (3 dots) to the left of the company name you want to disconnect.
   
   

   

3. Click Remove Remote Data Access, enter your logon name and password then click OK.
4. Click Yes then click OK.

Disconnect the main site from Remote Data Access and remove the company

NOTE: If you no longer have access to the main site you can ignore this step. However, as you haven't removed the old company from Remote Data Access, make sure you don't select this old company data when reconnecting to your new company data later.

1. At your main site, open Sage 50 Accounts.
2. On the Company Selection window, locate the company you want to disconnect.
3. If the company shows Online - Main in the Remote Data Access column, to disconnect click the ellipsis (3 dots) to the left of the company name.
4. Click Remove Remote Data Access, enter your logon name and password then click OK.
5. Click Yes then click OK.
6. To remove the company, click the ellipsis (3 dots) to the left of the company name, click Remove, then click Yes.

Check all sites have the same software version

Check that each site has the same version of Sage 50 Accounts installed. To do this:

• Open Sage 50 Accounts and on the Company Selection window check the program version.

If required, install the relevant updates to ensure all versions are the same. Read more >

Restore your data at the new main site

NOTE: If the computer you want to be the new main site doesn't have Sage 50 Accounts installed yet, you can download and install the version you need from the Installation Help Centre. All sites must be on the same version.

1. At the new main site, on re-opening Sage 50 Accounts after disconnecting from Remote Data Access, the Add a company window should appear.
   
   If the Company Selection window appears instead, click Add Company.
   
   
2. Click Restore, then click Browse and select the backup you want to restore.
3. Click Continue and click Restore.
4. Logon using your Manager logon and password.

Re-upload your data at the new main site

At the new main site you can now re-upload your data to Remote Data Access.

To do this, please follow our guide on how to setup up Remote Data Access. Read more >

Reconnect your other remote sites to the new main site

At all other remote sites, you must now connect to the data shared at the new main site.

To do this, please follow our guide on how to access a company remotely using Remote Data Access. Read more >