Before closing out the year, you need to make sure there is at least one backup of your company data and customized forms. To create a backup file, follow these steps:
- In the Sage 50 Year-End wizard, click Back Up. The Back Up Company window appears.
- If you want to be prompted to back up in a specified number of days, select Reminder.
- 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.
- Select Include company name if you want Sage 50 to incorporate your company name in the name of the backup file it creates.
- Click Back Up Now to enter or select where you want to save your Sage 50 backup file.
- In the Save Back Up As window, enter or select the path where you want to save your backup copy.
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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-022503.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.
You do not have to specify the location of your data files. Sage 50 locates these based on the company that is currently open.
- Click Save. Sage 50 displays the estimated size in megabytes (MB) of your backup.
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Click OK.. The system displays the progress of the backup until it is complete.
Warning! Depending on the quantity of data, the backup process may take a while to complete. Be patient and do not interrupt the process. If you interrupt the backup process, you might corrupt the data.
Note: Sage 50 highly recommends that you make two or more company backup files, so be sure to create additional backups. To do so, just repeat the backup process outlined above.
Keep one file on hand so that you can retrieve old data or perform the year-end close process again in case you've made an oversight. For added security, store the second copy in a safe off-site location.