Easy Steps to Setup Remote Data Access in Sage 50 Accounts

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Sage remote data access is used to share and access your company data remotely. Learn how to setup remote data access in Sage 50 accounts for Canadian Edition, or US Edition. Sage 50 Accounts has offered remote access in the form of Sage Drive for a while, but with the introduction of version 27, this was revitalized with Remote Data Access. For general use, a lot has stayed the same; however, there have been some changes to the process for uploading data and granting access to users.

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Why do Users Need Remote Data Access?

Sage 50 remote data access is a feature that allows users of Sage 50 accounting software to access their accounting data from remote locations, providing flexibility and convenience for businesses.

With this tool, authorized users can work on their company’s financial data, manage accounts, and perform accounting tasks from virtually anywhere with an internet connection. This feature streamlines collaboration and enables efficient work, especially when team members are not present in the same physical location.

  • Users no longer need to be present in the workplace to access a network or file, and IT specialists no longer need to connect new systems to the business network.
  • It enables employees to work from any location and allows IT staff to manage and monitor endpoints remotely.

Please Keep in Mind the Following for Remote Data Access

  • High-speed internet access is required for optimal performance (with download speeds of at least 25mbps and upload speeds of at least 10mbps).
  • The maximum file size for shared companies is 5.3GB.

How to Set Up Remote Data Access in Sage 50 Accounts?

Follow the below all mentioned tips and steps to learn how to setup remote data access in Sage 50 accounts v27 and above.

Method I- Check if you can use a remote data access

If you want to use Remote Data Access, you will need to use an up-to-date version of Sage 50 Accounts and meet the needed minimum internet connection speed.

  • 4Mbps download speed
  • 2Mbps upload speed

Method II- Backup Sage data

  • You have to click File, and then you have to click Backup, and then take a backup of your data.
    • Go to the File menu, then click Back up.
    • After that, click Browse, and then choose a safe location to save the file.
    • Now click OK.
    • Select all file types to include in the backup if you want to back up also reports, invoices, transactions, and layouts.
    • Thereafter, click Yes and then click Close.
    • Finally, click OK if not done, click here to get more steps to backup Sage 50 data.

Method III- Allow Remote Data Access

You need to use Remote Data Access; you will need to link the company to your Sage account.

  • You have to open Sage 50 Accounts and then log in as Manager.
  • Then you have to click Settings, and then you have to click User Management, and then you have to click Users.
  • Now you have to click Manager and then click on Edit.
  • Can you choose the Allow Remote Data Access checkbox?
sage 50 remote data access manager
  • Yes- Confirm the details, and then you have to click Continue to confirm that your company data is already linked to your Sage Account.
  • No- If you are not able to select the checkbox, then you will need to link your company data to your Sage account, then you have to click Get started now with your Sage account, and then you have to follow the instructions that are displayed on the screen.
  • Then you have to click Continue.
sage 50 remote data manager access remotely
  • Now you have to enter your first and last name, and then you have to click on Yes, that I am the right person.
  • After that, you have to confirm your company information, and then you have to click Continue.
  • Now you have to log in to your Sage account.
    • I have a Sage account- Enter your login details.
    • I don’t have a Sage account- You have to click on Create account, and then you have to follow the steps to create one.
  • Then, after linking your company data, you have to select the Allow Remote Data Access check box, and then you have to click Continue.

Method IV- Create a Passphrase

You will need to enter this Passphrase, whoever will need to access the company data remotely. In length, it will be at least 15 characters, and it must contain at least one uppercase and one lowercase character. There is no maximum character length.

  • You will need to enter and then confirm the passphrase, and then you have to save it in a secure location, and then you have to click Save.

You can now access your data via Remote Data Access.

May be usefulSage 50 Error Could Not SYNC the Remote Data Access Company

How to Connect Remotely from Another Computer

Note: To use RDA, you must have the same version of Sage 50 Accounts installed as the data owner and meet the required Internet connection speed.

Access your company data
  • First, you need to open a Sage 50 account and click on Add Company.
  • Next, select a download option, then Continue, and, if necessary, click the OK button.
  • If prompted, enter your registration details and click Next, then OK and OK.

Note: If you already have a Sage 50 account, you can easily log in; if you don’t have a Sage 50 account, you’ll need to click “Create Account” to sign up and create a new Sage 50 account.

  • Next, select the company you want to join and click Next.

Note: If a company doesn’t appear, check the uploaded data, and you’ll be invited to access it.
Verify the dataset ID by hovering over the details icon.

  • Add the passphrase created by the manager user, click Continue, then click Download.

Note: If you don’t know the passphrase? The Manager user can find this from the Remote Data Access Settings.

How to Invite Users to a Shared Remote Data Access Company

  • Ensure all other users are logged out of the company.
  • Open the company, navigate to Maintain Users, and Set Up User Security.
  • If the company is currently shared, select “Yes” when prompted to pause sharing.
  • Choose “New User.”
  • For existing users, select “Edit User’s Rights (or Roles).”
  • If a user appears on the list with an asterisk, select “Add user to this company.”
  • Fill in the User’s name, Password, and Email.
  • Select the user’s level of access and save the record. Repeat these steps to add any additional users.
  • Once finished, click “Save and close.”
  • A shared company will automatically resume sharing and send invitations to the users.
  • Users will receive an invitation email to join the shared company and will be prompted to create a Sage account if they don’t already have one.

How to Successfully Share Companies and Manage Users with Remote Data Access

To set up Remote Data Access Multi-User with Sage 50, ensure you have the following:

  • An up-to-date Sage 50 version on your computer.
  • Acquire a Sage Drive multi-user license, separate from the Sage 50 multi-user license.
  • Each user accessing the company via Sage 50 must have a unique Sage account email address, including local users on the local network.
  • A reliable high-speed internet connection:
    • For optimal performance: Download speed of at least 25mbps and an upload speed of at least 10mbps.
    • Minimum requirement: Download speed of 25mbps and an upload speed of 10mbps.
    • Companies with databases: Under 500 megabytes (not using inventory or multiple lines on transactions) can often work well with an upload speed of 10mbps.
    • For Larger Companies: For companies larger than 500 megabytes (not using inventory or multiple lines on transactions), an upload speed of 10mbps or more is recommended for the best performance.
    • Companies using inventory and/or multiple lines on transactions should aim for an upload speed of at least 10mbps for optimal performance.
  • Keep in mind the data size limit for Remote Data Access companies is 5.3GB, which includes attachments and archives.
  • If your database exceeds 5.3GB, utilize the purge process to reduce its size.
  • If you have an existing Sage 50 Accounting Multi-user local network setup, you must convert it to a standalone version of Sage 50 Accounting.

How to Rebase a Remote Data Access Company

Always back up Sage 50 data before proceeding with advanced solutions.

  • Go to the Help menu, then select Support Utilities, and choose “Rebase Remote Data Access Company” (for 2020 and earlier versions, use “Rebase Sage Drive Company“).
  • Click “Close” when you see the message confirming successful upload to Remote Data Access.
  • Verify that the company opens without any errors on the other computer(s).

Troubleshooting Remote Data Access Issues and Error

Sorry if you are having issues with Remote Data Access. Check the following if you have specific issues.

  • Service status- If you want to check the current Remote Data Access service status, then you have to visit status.sage.com
  • Is Remote Data Access enabled? You have to double-check in case Remote Data Access is enabled in your company.
  • Check your Internet speed- All of the sites need a minimum of 4 MBPS to download speed, and the upload speed should be 2Mbps. Also, it is advised against using a wireless Internet connection. The Network Speed Test is accessible from the Start menu in Windows 10. Alternatively, you might use a website like www.speedtest.net to check online.
  • Check your volume of data- When working remotely, large sets of data can cause performance issues.

If you experience any of the following when using Remote Data Access to access your data after having checked the items above, please click the appropriate link for instructions on how to fix the problem.

After attempting to reconnect, remote data access remains in an offline state at the main site

Sage Error Waiting to Open Queue.dta when using Remote Data Access

Error Processing, please wait when using Remote Data Access Sage 50

Sage 50 Remote Data Access Sign-in Error: The Sage ID you’ve entered has had its access revoked

Remote Data Access Service is Currently Unavailable for Sage 50

Sage 50 Remote Data Access: An Error has been encountered with Sage Account

Frequently Asked Questions

When using Sage 50cloud Accounts v28 or above, which site is the main or remote site?

Remote Data Access had a main site, where the data had been uploaded, and the remote sites that acquired the data, in version v27 and below. By removing the concept of main and remote sites, all sites are now treated the same.

What are the system requirements for Remote Data Access?

Your Internet connection requires a download speed of 4 MBPS and an upload speed of 2 MBPS.

What is Sage 50 Remote Data Access?

Sage 50 Remote Data Access is a feature that allows users to access their Sage 50 company data from anywhere with an internet connection. It’s a convenient way to work on your accounts remotely.

What internet speed is recommended for optimal performance with Remote Data Access?

For best performance, it’s recommended to have a download speed of at least 25mbps and an upload speed of at least 10mbps. However, smaller companies that don’t use inventory or have multiple lines on transactions can work well with an upload speed of 10mbps.

Is there a limit to the data size for Remote Data Access companies?

Yes, the data size limit for Remote Data Access companies is 5.3GB, which includes attachments and archives. If your database exceeds this limit, you may need to use the purge process to reduce the database size.

How do I invite users to join a shared Remote Data Access company?

First, ensure all other users log out of the company. Then, open the company, go to Maintain Users, Set Up User Security, and select “New User.” Fill in the user’s information and access level. Save the record, and the shared company will automatically send invitations to the users.

What should I do if I need to rebase a Remote Data Access company?

If you need to rebase a company, go to Help, Support Utilities, and select “Rebase Remote Data Access Company” (or “Rebase Sage Drive Company” for versions from 2020 or earlier). Follow the mentioned steps, and make sure the company opens without errors on other computers.

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