How to securely share your Sage 50 US (Peachtree) data with Validis
To share your data, log in to the Validis portal and start a new share from your engagement. You'll then be prompted to download and install vClient, the application that connects to Sage 50 US (Peachtree) and shares your data securely. The steps below walk through the whole process, starting from your engagement.
Before you start
Check these things before you begin. Sorting them out now avoids getting interrupted partway through the upload.
- Make sure you're online. Your data is sent while the process runs, so a stable internet connection is needed throughout.
- Have your accounting package open and accessible, with the data you want to share ready. vClient connects directly to it to read your accounts.
- Have administrator access to your accounting package, and know the sign in details. You'll enter these directly into vClient later in this process, not into the Validis portal.
- If you have more than one installation or company, know which one holds the data you're sharing. You'll pick it during setup.
Sage 50 US (Peachtree) connects by selecting your company folder directly, so unlike some other accounting packages you will not be asked for a separate user ID and password. Make sure you know the company name you want to share data from.
Step 1
Get started with your engagement
Log in to the Validis portal, select the relevant Engagement, then select Share Data Now.
Step 2
Choose your accounting package
Search for or select your accounting package from the list, if not already selected choose Sage 50 US (Peachtree), then select Next.
Step 3
Download the application
Select Download to download vClient, the trusted application Validis uses to securely connect to your accounting package.
Step 4
Open the downloaded file
Your browser downloads vClient.application. Open it from your downloads folder, or from your browser's download history, to start the installation. Shown here in Chrome. If you're using a different browser, follow one of these guides instead: Google Chrome, Firefox, or Microsoft Edge.
Step 5
Confirm the download
Depending on your browser and computer setup, you may see a security warning. Select Keep to continue.
Step 6
Install vClient
Once the file has finished downloading, open it to begin the installation. Select Install to continue. The URL shown may differ from yours depending on your region. vClient is a small application and is removed from your computer automatically once the sharing process is complete.
Connecting with Sage 50 US (Peachtree)
vClient opens automatically once installed. Sage 50 US (Peachtree) does not need a separate login, so you connect by selecting your company folder.
Step 7
Select your company folder
Under Set up connection settings, select the correct Company folder from the drop-down menu, then select Next.
Step 8
Data collation
vClient makes a copy of your accounting data, with a progress display. This can take several minutes depending on the size of your data. No information or data stored in your accounting package will be affected.
Step 9
Complete
Once the upload finishes, select Close to exit vClient. There is nothing more to do. Your Engagement Manager or Client Manager will be notified by email that you've submitted a new share.
After you've shared your data
Your data now queues for processing in the Validis central system. You can track its progress in the Validis portal, where the status moves from Loading to Processing to Completed. You may need to refresh your browser to see updates.
Troubleshooting
If vClient won't install, or can't see your company data, these will help you work out why:
- List of Accounting Package's Validis Connect Permissions, if vClient can't see your company data.
- Validis Connect Requirements, to check your computer and accounting package are set up correctly.
- Validis Connect Technical Specifications, to send to your IT team if your computer is centrally managed.
A firewall or antivirus blocking vClient is a common cause, and usually needs your IT team to resolve.