How to set up

1. Install the latest version of Sage 50 Accounting.
2. Open a data file.
3. Go to File, Sage Connect, Connect to Sage Connect.
   • If you haven’t connected to any Sage service before, use the Sage onboard wizard
4. Read and select the I agree to the Sage Connect Terms of Service checkbox.
5. Click Create my Sage Connect account.
6. Verify that it’s the correct company file and select Continue.
7. Click Complete Setup.
8. The AR Automation browser window will open.
9. Set up a new AR Automation company by filling in the business information.

The following information will sync from Sage 50 to AR Automation

• Customer records that have transactions linked to them
• Invoices and credit notes, including line-item descriptions
• PDF versions of invoices and credit notes
• Customer receipts information

In addition, if you accept online payments in AR Automation, they'll automatically download as receipts in Sage 50.

AR Automation for Sage 50 Accounting - Frequently asked questions (FAQ).