This guide will help Cubeler members connect their Sage 50 accounting software with Cubeler-Link™.
-
Sign in to your Cubeler account.
-
On the dashboard of the Cubeler Business Hub™, click on the 'Activate Cubeler-Link™' button in the top left of your screen.
-
Provide your company's:
-
Type of industry
-
Category
-
Creation Date
-
-
Scroll to the bottom of the page and select Sage 50.
-
Click 'Download Cubeler-Link™.'
-
An install file will appear on the bottom left screen of your browser. Double-click the file titled 'cubelerlink.exe.' You can also find this file in your computer's Downloads folder. Note: This step may require to input the Admin password of the computer.
-
Once the installer begins, choose your preferred language and click 'Ok.'
-
Follow the steps on the installation wizard and click 'Install.'
-
Once the installation is complete, click 'Finish.'
-
A Cubeler-Link™ icon will appear on your desktop once the installation is complete. We recommend leaving it on your desktop for quicker access. Doing this will allow you to connect to Cubeler-Link™ monthly.
-
Open the desktop icon and click 'Let's begin' on the prompt to complete the setup.
-
On the setup window, enter your Cubeler credentials and click 'Connect.'
-
Select a company from the dropdown menu. If you would like to connect more than one company to the Cubeler Business Hub™, complete the process for each company and return to this screen to add any other entities.
-
Next, launch Sage 50 and open a session for the company you want to connect to Cubeler.
-
Click 'Next' in the Cubeler-Link™ setup window. This action should open a new Sage 50 window.
-
Choose ‘Open a Company' and click 'Ok’.
-
Enter your Sage 50 credentials for that company account, then click 'Ok'.
-
Select a session date and click 'Ok.'
- In the Cubeler-Link™ window, click 'Next.'
- Open Sage50, Setup > Setup Users, you could add a specific user just for Cubeler-Link desktop.
- Select “Add User” to add a new user or “Modify User” to modify the password or other options
- Fill in the information in the user’s form.
Note that User Name and Password information will be needed when setting the Cubeler-Link. Please make sure to follow the following conditions:
Choose "Read-only access" in the "Rights With Third-Party Products" section;
Choose “Full accounting rights”
Sage50 password length must be 5 to 7 characters long which contains at least one number and one letter and not contain your user name. -
Enter your Sage 50 credentials and select your company file by location. If you are inputting the file location manually, you will need to add '.SAI' at the end to correctly import the data. See screenshot below:
You will see Cubeler-Link™ activated and the synchronization date once the setup is complete.
You can manually upload data from previous months or years by going into the 'Add Data' section on the left. You can also unlink your account software in the 'My Company' section and delete or add organizations.