Pre-requisites 

• Get a Sage 50 subscription separate from Sage Accounting
• Install the latest version of Sage 50
• Activate Sage 50 with a Sage 50 subscription or SAN membership
• Sage 50 must not be in trial mode

 How to integrate

Setup in Sage 50 Accounting

1. Log in to your Sage account.
2. Create a new Sage 50 file if one doesn’t exist.
3. Select a default generic chart of accounts.
4. Go to Setup, User Preferences, View, and enable Accounts Receivable, Accounts Payable, and Inventory.
5. Create an expense account named "Opening Balances Control Account" using a new 5000 series number.
6. Go to Setup, Settings, Inventory, Options, and clear Allow inventory levels to go below zero.
7. Create a Sage 50 backup named "Sage Accounting Integration" with the company name and date.

Setup in Sage Accounting

1. In Sage Accounting, go to Settings, Opening Balances, General Ledger.
2. Use the listed date as the Fiscal Year End in Sage 50.
3. Set the Fiscal Start date to a prior year or confirm with an accountant.
4. Set all Stock Items expense accounts to Cost of Goods.
5. Don’t use an inventory asset account.
6. Change items to Non-Stock if no transactions exist.

Follow the Sage 50 integration wizard to finish the setup

1. Log in as sysadmin in Single-User mode and close other windows.
2. Create a backup if you haven’t completed one.
3. Go to File, Sage Accounting, Set up Connection.
4. Sign in with your Sage account email.
5. Click Allow in the authorization window.
6. Select your Sage Accounting company from the list.
7. Choose Auto Setup.
8. Click Start.
9. Click Finish after the success message appears.

Downloading Sage Accounting transactions

Error: "*FAILED* xxxx [as one or more inventory linked accounts...]"

Resolving red X errors when downloading transactions from Sage Accounting

Error: "The date must be between ##/##/### and ##/##/###..."

How to create a backup