NOTE: The Sage account must have an active subscription to Sage 50 and Sage Accounting to establish the connection. The integration won't work with the trial version.

Set up the Sage 50 Company

 TIP: Make sure the company in Sage 50 has the same province and general ledger opening balance dates. Set up a new company in Sage 50 if one doesn't exist already.

1. Go to Setup, User Preferences, View.
2. Enable Accounts Receivable and Accounts Payable if they aren't.
3. Create a 5000 series expense account named Opening Balances Control Account.
4. Go to Setup, Settings, Inventory, Options.
5. Un-select the box that says Allow inventory levels to go below zero.
6. Create a backup of the Sage 50 file.

Follow the Sage 50 integration wizard

1. Log into Sage 50 as sysadmin and Single-User mode.
2. Go to File, Sage Accounting, Set up Connection.
3. Sign in with your Sage account email address.
4. Click Allow on the 'Authorize Application' window.
5. Select the Sage Accounting company name from the dropdown.
6. Choose Auto Setup and click Start.
7. Click Finish once you get the Success window.

Download transactions from Sage Accounting 

 NOTE: Sage 50 will download transactions 1 fiscal period at a time based on the dates set up in Setup, Settings, Company Information, Current Year Dates. Vendors, Customers, Accounts and Inventory Items will also download from Sage Accounting if they don't exist in Sage 50.  

1. Go to File, Sage Accounting, Download Transactions in the Sage 50 company.
   

Limitations:

• Transactions from Sage 50 won't upload into Sage Accounting.
• Restoring a Sage 50 backup erases the connection. You’ll need to set it up again from scratch after restoring it.
• Sage 50 Accounting can’t download zero-dollar invoices from Sage Accounting.