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Bookend2

Bookkeeping Client Set Up

Posted By

Hello - a client of mine has finally agreed that her bookkeeping needs to be on an accounting system.  What's the best course of action to allow both of us to see her books?  Does Sage have the ability to allow 2 users on 2 different computers to use the program?  She wants to have access to her bookkeeping, maybe to enter invoices and I would like to book her entries every month without having to go to her business to do it. 

Your assistance with this questions is very much appreciated.

A

Parents Reply Children
  • 0 in reply to The Software Coach

    Thank you for your help. I just have a couple more questions. 

    If there are 2 users, can we take turns entering work into Sage on 2 different computers? Does Sage Drive allow this?

    A

  • 0 in reply to Bookend2

    When using Sage Drive if a person is registered to access the data on Sage Drive then they can do so from any computer anywhere as long as the most recent version of Sage 50C is installed and there is an internet connection. As was already mentioned only one person can access the data for data entry at a time. The second person can access the data but in read only mode. Once the first person logs out the second person can log in for data entry. 

*Community Hub is the new name for Sage City