In Sage 50

1. Remove all non-standard characters from the Sage 50 company name. See How to change the company name in Sage 50.
2. Create a backup of your Sage 50 data.
3. Verify the fiscal year-end date in Sage 50 and Sage Accounting match.
4. Set sysadmin user in Sage 50 to have read/write access with third-party products. See How to modify user rights.
5. Change the language in Windows Regional Settings to English (United States).
6. Verify that you aren’t using a VPN in the router or a Forticlient Virtual VPN network card. Do this with an IT technician.
   • Run ipconfig/all
   • Check Change adapter settings to view all network connections
7. Don't disconnect and reconnect the Sage Accounting connection from Sage 50. This will cause irreversible duplicates.
8. Set up all sales taxes correctly.

In Sage Accounting

1. Go to Settings, then Sales Taxes.
2. Make sure the tax settings for all provinces are correct.
3. If you don't collect QST/PST in more than one province, enter a fake PST number.
4. Uncheck the I will not collect tax here checkbox.
5. Try the download again.
6. When finished, select the I will not collect taxes here checkbox.