Back Up Company Data

It is important that you back up your company data files on a regular basis in case information is accidentally deleted or corrupted. You can then restore your data, if necessary.

To back up your company data files and customized forms, you can use the Back Up or Automatic Cloud Back up option.

To use the Back Up option

1. From the File menu, select Back Up. Sage 50 displays the Back Up Company window.

2. Select the Reminder check box if you want to be prompted to back up in a specified number of days.

   If the specified number of days have elapsed since your last Sage 50 backup, Sage 50 will display a reminder message when you close the company or exit the program.

3. Select the Include company name check box if you want Sage 50 to incorporate your company name in the name of the backup file it creates.
4. Select the Include archives in the backup check box if you want Sage 50 to include your archived companies in the backup. (Sage 50 Premium Accounting and higher)
5. Select the Include attachments in the backup if you want Sage 50 to include files you've attached to records and transactions in the backup. This option will be disabled if you do not have any attachments.
6. Click the Back Up button to enter or select where you want to save your Sage 50 backup file. If you are not prepared to back up your company data at this time, click Close.
7. In the Save Back Up As window, the Save in field shows the location where your last backup was saved. You can change this location by selecting the path where you want to save your backup.

8. At File name, enter the name for the backup copy. Sage 50 offers a default file name that includes the current system date—for example, Bellwether Garden Supply-022507.ptb. You can change this if you like. Sage 50 backup files use the *.ptb file extension.

   For increased security, avoid backing up data over existing backups.

9. Click Save. Sage 50 displays the estimated size in megabytes (MB) of your backup.

10. Click OK.. The system displays the progress of the backup until it is complete.