• You must have a current Sage 50c subscription
• A currently supported version of the Sage 50 product. For information on our obsolescence policy, see FAQ - Sage 50 US Obsolescence
• The Sage 50 product must be activated. For steps on how to activate the product, see How to activate Sage 50—U.S. Edition
• You must have a subscription to one of the following Microsoft 365 plans: Business Basic, Standard, Premium or one of the Enterprise levels: E1, E3, or E5
• The business must be located in one of the 50 U.S. states (including Washington D.C.)
• You must have the Microsoft 365 Connector if you have Microsoft 365 through another provider
• All cloud backup configuration must be done on the server or machine that holds the Sage 50 data
• Sage 50 must be configured to run as an administrator
• The computer must be powered on at the time of the scheduled Cloud Backup, and the computer can’t be in sleep mode
• None of the following components can be in power-saving mode: hard drive, NIC, Wi-fi card
• The Sage 50 program must be closed at the time of the scheduled Cloud Backup
• The Microsoft 365 user name you use to log in with must have the Global Administrator role
• While it is not a minimum requirement, we recommend that you have an internet upload speed of 5 Mb/s or faster. If you have an upload speed of 2 Mb/s or slower, you may experience failures due to slow upload speeds
• The login token that authorizes the connection between Sage 50 and Microsoft 365 only lasts for a time frame that is slightly shorter than an hour before it expires. This means that if the speed of your internet connection with the size of your backup causes the backup to take more than an hour, it's likely your cloud backup will fail

Set up Cloud Backup functionality

1. Go to File > Cloud Backup > Cloud Backup Settings.
2. Click the Sign In button under Office 365 Account Info.
3. Enter your Microsoft 365 Email and Password.
4. Click Accept to authorize Sage 50c access to your Microsoft 365 account.

Schedule cloud backups to run at designated times

1. Verify that you are in the correct Sage 50 company.
2. Go to File, Cloud Backup, Cloud Backup Settings.
3. Check Create a cloud backup.
4. Choose the time and days you would like to schedule the backup.
5. Check Logout users prior to running to backup, if you’re running Sage 50 in a multi-user or network environment.
6. Enter email recipients who should receive notification when the cloud backup is completed.
7. After saving the settings, there’s a task automatically added to the Windows Task Scheduler.

Make an On-demand cloud backup

1. Go to File > Cloud Backup > Cloud Backup Settings.
2. Click the Run Backup button on the Automatic Cloud Backup toolbar.
3. Ensure all users are logged out of the company and click OK on the message to close the company.
4. Enter user credentials, if user security is enabled in the company.

How to stop cloud backup

1. Go to File > Cloud Backup > Cloud Backup Settings.
2. Uncheck Create a Cloud Backup.
3. Press Save, and Close.

Restore a cloud backup

1. Go to File, Cloud Backup, Restore from the cloud.
2. Click the backup file that you would like to restore and click Next.
3. Proceed with the Restore wizard.

Retrieve Cloud Backups from OneDrive

1. Access website https://portal.office.com and sign in to the Microsoft 365 account using Global Admin credentials.
2. From the app selection screen choose: OneDrive.
3. When the Sage 50 company uploads to Microsoft 365, a new group is created in OneDrive.
4. Select the company under Groups.
5. The backup folder contains all cloud backups which are date and time-stamped.
6. Select the download that is needed.
7. Download the backup to your local computer by selecting Download or the arrow pointing downwards at the top of the window.
8. Restore backup in Sage. See How to restore a backup.

Video:

Sage 50 Cloud Backup