Connecting to Sage One for Mobile Invoicing

To connect to Sage One for mobile invoicing:

1. In the Home window on the File menu, choose Sage One and select Set Up Sage One Connection.
2. Enter your Sage One account information to connect to your Sage One business.
3. Click Allow so Sage 50 Accounting can connect to your Sage One account. Click Next.
4. Select the Sage One business that you want to connect to and choose a setup method. Click Next.
Auto Setup

Auto Setup lets you easily connect Sage 50 Accounting to Sage One with one click.

Manual Setup
1. Click Upload Sage 50 Accounts to Sage One to quickly replicate the chart of accounts found in your Sage 50 Accounting business. You can upload one or more accounts.
2. Match your Sage One categories with corresponding Sage 50 Accounting accounts. If Sage 50 Accounting finds a Sage One category with the same account number and account class as an account in Sage 50 Accounting, then Sage 50 Accounting will match them automatically.
3. Select a default account for inventory item assets and a COGS account for items or services sold.
4. Match your Sage One taxes with corresponding taxes in Sage 50 Accounting. If Sage 50 Accounting finds a Sage One tax with the same name and rate as a tax in Sage 50 Accounting, then Sage 50 Accounting will match them automatically.
5. Match your Sage One tax codes with corresponding tax codes in Sage 50 Accounting. If Sage 50 Accounting finds a Sage One tax code with the same name and rates as a tax code in Sage 50 Accounting, then Sage 50 Accounting will match them automatically.
6. Choose to upload other records like customers, vendors, and inventory items. You can upload one or more records.
7. Click Download Transactions to begin downloading transactions from Sage One.
5. Click Finish to close the window.

Published: June 19, 2017
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