You need a Sage 50 Accountant Edition subscription to complete these steps.

---

If you're interested in upgrading your Sage software, leave your details, and a Sales advisor will be in touch.

1. Obtain an Accountant ID

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.

2. Connect Sage 50

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. Double-check that the Account ID matches the correct company name.
4. Click Send. You’ll see a confirmation message.
5. Click Close.
    NOTE: The invitation is valid for 30 days. You can cancel the invitation if needed.

3. Accept the invitation

1. Return to Client Management 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 dropdown 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.

4. Launch Sage 50 clients

1. In Client Management, 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. You can also access Sage 50 from within the client record by selecting the launch product.
4. You'll receive a browser prompt to open the Sage 50 launcher, or you can select Start Sage 50 manually. 
5. Log in to open Sage 50.