How to Set up Your Accountant as a User

You can choose to set your accountant up as a user of your Sage 50 company; this gives him or her access to your company data. As with any other user, you can limit access to certain areas of the Sage 50 program through the User Security window.

In Your Office

Since only licensed users of Sage 50 can log in to a Sage 50 company, you would need to license the accountant on one of your company computers if you wanted him or her to be able to log in to Sage 50 and work with company data while visiting your office.

In the Accountant's Office

If you have multiple companies, you should set up the accountant with the same user name in each of the individual companies. That way, when the accountant works on company data at his or her office, he/she can go into each of the companies under a single user name.

User Name

Enter up to 16 characters that will be used to identify the person attempting to open this company and maintain its data. Do not include the forward slash (/) character in your user name. You may want to use something descriptive, such as a person's name. Or, you can set up user names depending on the user's intended access rights (for example, "Sales rep"). User names are NOT case sensitive.

Note: If you are operating on a network, multiple individuals can access the company data using the same user name. For example, two individuals can log on using the "Administrator" user name at the same time. This defeats the purpose of Sage 50's audit trail feature and so is not generally advised.

In the unfortunate event that you lose your user name or password and no one else can open the Sage 50 company, contact Sage 50 Customer Support.