Step 1: Obtain Accountant ID from Sage for Accountants

1. In Client Management, select Invitations.
2. From the Accountant access tab, select Find out how to request invitations.
3. A help panel will open with instructions on how to request access to your client’s Accounting or Sage 50 products.
4. Copy the Accountant ID from the top right.
5. Open Sage 50 and go to step 2.

Step 2: Connect Sage 50 to Sage for Accountants

1. In your Sage 50, go to File and select Connect to Accountant.
2. In the Accountant Verification window, paste the Accountant ID and click Verify.
3. Once verification is completed, double-check that the Account ID matches the correct company name.
4. Click Send. You will see a confirmation message that the invitation has been sent.
    NOTE: The invitation is valid for 30 days. You have the option to cancel the invitation.
5. Click Close.

Step 3: Accept the invitation

1. Return to Sage for Accountants and select Invitations.
2. Under Accountant Access, select Pending invite status.
3. Accept the invitation and set up your client.
4. If this client record exists in Client Management, choose Yes and select the client from the drop-down list. Alternatively, choose No and fill in the necessary details.
5. To add the client to an existing folder, select the checkbox and choose the folder.
6. To create a new folder for this client, keep the checkbox clear.
7. Then, fill in the necessary details for this client.
8. Select Accept Invite and Create Client to complete the connection.
9. The invitation will move from Pending to Accepted.

Step 4: Launch Sage 50 clients from Sage for Accountants

1. In Sage for Accountants, go to the Clients tab.
2. You can now launch the connected Sage 50 company from the client list in Client Management.
3. Access Sage 50 for the newly invited client by selecting it from the client list or from within the client record by selecting the launch product.
4. You may receive a browser prompt to open Sage 50 launcher, or you can select Start Sage 50 manually. 
5. Login to open Sage 50.