Set up Sage Connect

Setting up Sage Connect consists of connecting your company to Sage Connect, syncing your company data, and inviting customers to the Sage Connect Customer Account Portal.

To set up Sage Connect:

1. In the Home window, click Apps & Services on the navigation pane.
2. On the Sage Connect tile, click Connect.
   To learn more about Sage Connect, you can click Learn more on the tile. The page that opens contains more information about Sage Connect as well as an option to connect to the service.

   Note: You can also access this service on the File menu by selecting Sage Connect > Connect to Sage Connect.

3. Follow the onscreen instructions to connect your company to Sage Connect and sync your company data.

After you've connected your company, you can log in to the Customer Account Portal and invite customers.

To disconnect from Sage Connect:

1. From the File menu, select Sage Connect.
2. Select Disconnect from Sage Connect.

   Note: You can also disconnect by going to Apps & Services on the navigation pane. Click Manage service on the Sage Connect tile, and then click Disconnect.