How to make a cloud backup

You can perform a manual cloud backup of your company files in Sage 50 Accounting or set up scheduled backups with the frequency desired.

Prerequisites

1. Visit the Microsoft website for steps to Verify your version of Microsoft 365 (M365).
2. The following M365 versions support cloud backup.
3. Your M365 login must be a Global Admin role, not an email alias.

How to do a cloud backup  

1. Go to File, Backup.
2. Click the Cloud Backup checkbox.
3. On the Sign in window, put your Microsoft 365 user name in the Email, phone, or Skype box.
4. Click the blue Next button.
5. On the Enter password window, enter your Microsoft 365 password, then click Sign in.
6. On the Sage-50 Backup window, click OK.
7. If you have Local Backup also checked, the local backup will also run.
8. When the message Uploading last backup appears, your backup is uploading to your OneDrive storage in Microsoft 365.

Set up scheduled cloud backups

1. Go to Setup, Settings, Company, Backup.
2. In the Scheduled Backup section, check the checkbox for Automatically back up this file.. , and choose the frequency you wish to back up.
3. Check the checkbox for Create a cloud backup.
4. Click the blue link for Sign in to your Microsoft 365 account.
5. Enter your Microsoft 365 user name in the Email, phone, or Skype box, then click the blue Next button.
6. On the Enter password window, enter your Microsoft 365 password in the Password box, then click Sign in.
7. If you only want to schedule a cloud backup, uncheck the Create local backup checkbox.
8. Click OK on the Settings window.