Sage Drive - Upload your data in Sage 50 Accounts v26.2 and v26.3

Summary

With Sage Drive you and invited colleagues can securely access your accounts data from other locations with an Internet connection. This article explains how to upload your accounts data to Sage Drive in Sage 50 Accounts v26.2 and v26.3.

Description

CAUTION: After 2 August 2021, Remote Data Access (formerly known as Sage Drive) will no longer be available in Sage 50cloud Accounts v26 and below and all versions of Sage 50 Accounts. To use Remote Data Access after that date you must install Sage 50cloud Accounts v27.

This article applies to Sage 50 Accounts v26.2 and v26.3. For other versions, please refer to the following:

You can check your software version in Help, About.

Resolution

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Before uploading your data

Check requirements

Before you start we recommend you check the requirements needed to use Sage Drive.

Backup your data

Log into Sage 50 Accounts using the Manager logon name and related password.
Click File then click Backup and take a backup of your data.

NOTE: Sage Drive is not a backup service. You must continue to take regular backups of your data.

Upload your data

Open Sage 50 Accounts and log in as MANAGER.
On the navigation bar click Apps and add-ons, then on the Sage Drive tile, click Learn more.

If the tile instead shows Manage connection, this company is already uploaded to Sage Drive.
Click Get started.
If you already have a Sage ID continue to the next step, if not, click New User? Create a Sage ID.
1. Enter your email address then click Continue.
2. If prompted, complete the Security Check window.
3. Enter your Name, Password and Confirm Password then click Register.
4. Check your emails and enter the Code you have received, then click Continue.
5. Click OK.
Enter your Sage ID Email and Password, click Log In then click Grant.
If you have not yet registered for Sage Drive a message appears asking you to register.

If this appears click OK, and contine to step 7.

If this doesn't appear, please continue to step 8.
Check your account number and serial number are correct, then click Register.
Enter and confirm the passphrase, then click Save.

Please remember this passphrase, as you can't reset it. This is used when remote users connect to your data. If forgotten, you must remove and re-upload your Sage Drive data.
To agree to the Sage Drive terms and conditions, select the check box then click Upload data.

NOTE: If your upload of data to Sage Drive fails without error - Read more >
To invite others to access your data, click Management Centre, or to return to the Sage 50 Accounts desktop, click Close.

NOTE: Need more users? - You can tailor your Sage Drive licence to meet your needs, purchasing additional connected users as your business grows. Find out more >

You have now set up Sage Drive.

Next steps

Now you've uploaded your data, you're ready to connect to it from other locations.

If you want, you can also invite others to access your data.

Find out more in our dedicated Help Centre

To help you with Remote Data Access, we've pulled together everything you need!
Visit the Help Centre >