Summary
You can perform a manual cloud backup of your company files in Sage 50 Accounting or set up scheduled backups with the frequency desired.
Resolution
Prerequisites
- Verify your version of Microsoft 365 (M365).
- The following M365 versions support cloud backup.
- Your M365 login must be a Global Admin role, not an email alias.
How to do a cloud backup
- Go to File, Backup.
- Click the Cloud Backup checkbox.
- On the Sign in window, put your Microsoft 365 user name in the Email, phone, or Skype box.
- Click the blue Next button.
- On the Enter password window, enter your Microsoft 365 password, then click Sign in.
- On the Sage-50 Backup window, click OK.
- If you have Local Backup also checked, the local backup will also run.
- When the message Uploading last backup appears, your backup is uploading to your OneDrive storage in Microsoft 365.
Set up scheduled cloud backups
- Go to Setup, Settings, Company, Backup.
- In the Scheduled Backup section, check the checkbox for Automatically back up this file.. , and choose the frequency you wish to back up.
- Check the checkbox for Create a cloud backup.
- Click the blue link for Sign in to your Microsoft 365 account.
- Enter your Microsoft 365 user name in the Email, phone, or Skype box, then click the blue Next button.
- On the Enter password window, enter your Microsoft 365 password in the Password box, then click Sign in.
- If you only want to schedule a cloud backup, uncheck the Create local backup checkbox.
- Click OK on the Settings window.