Connect your company to your Sage account
Description

Connecting to your Sage account unlocks extra features and adds an extra layer of security by introducing 2-factor authentication (2FA) when you sign in. 

Cause
Resolution

Cloud-connect when setting up a service

If you set up a connected service, like Bank Feeds or Sage Copilot, you're prompted to connect your Sage account. 

The relevant service you're setting up will guide you through the process to cloud-connect. Just follow the prompts to continue. 


Cloud-connect without selecting a service first

You can connect your account without first selecting a service to use it with. 

  1. Press Continue.
  2. Enter your First Name and Last Name, then press Yes, I am the right person.
  3. Check your company information is correct, then press Continue.
  4. If you have a Sage account login, enter your login detailschoose Log in then continue to step 8.
  5. If you don't yet have a Sage account, choose Create account.
  6. Enter your details, enter and confirm the password you want to use, and then press Sign Up.
  7. Check your emails, enter the verification code you've received, and press Continue.
  8. When the Success Your company is now connected window appears, press Close.
Steps to duplicate
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