Summary
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Onboarding is a one time (per company) process that allows for a safer, more secure experience along with the benefits of cloud-connected services. The integrity and security of our customer’s data is a top priority for Sage and onboarding with your Sage account will secure it one step further.
When a company is opened, a prompt will be displayed to connect the company to a Sage account email address. Log in with your Sage account email address and password, or if you haven't created an account yet, select Create account. Note: Only the primary user (data owner) should onboard the company with a Sage Account.
If you cannot onboard the company right away a twenty day grace period begins when the company is created or first opened. After the twenty day grace period you must onboard your company dataset or it will be placed in read-only mode until the onboarding process is complete.
Issues in onboarding your Sage 50 company may be related to an incorrect user login ID or missing .NET framework installations on your machine. Refer to Error: "Before you can use this service the administrator must first connect this company to their Sage ID" or Error: "An unexpected error occurred connecting to your company" when attempting to onboard your company for assistance with these issues.