How to make a backup of my company file at Sage 50?
Backing up of the computer files at Sage 50 is quite easy. You just need to follow a few simple steps to backup data.
Why is back up important?
Backups keep you ready for any mishaps which can lead to data loss like technical errors, computer theft etc.
Backups are one of the most important things to consider when it comes to safeguarding the company’s accounting data. Canadian user facing too big size of company file warning message during backup contact SAGE Canada Technical Support Number for reducing the size to speed up backup process .
The Sage 50 backs up almost everything that you require like intelligence reports, forms, or any custom reports that you have created etc.
Where to back up your data?
It is always recommended to back your data in an external drive as this will ensure that you have your important data with you even if the computer stops working.
If you are creating a backup of your file on a network location then make sure that the location is absolutely safe. Verify the security guidelines before backing up the data.
Steps to back up your computer files on Sage 50
- Log in as an administrator
- If you are not an administrator then ensure that you are given the rights to take the backup. It is suggested to do the backup when only you are logged in.
- Now, you need to access the system navigation center and select the file from the menu bar. After this, you need to select Back Up from the new Menu bar.
Back Up Window
A Backup window will pop up as soon as you will click ‘Back Up’. Here, you will be asked to choose whether you would like to receive notification reminding you to take the backup. If you would like to be reminded of the backup on a regular basis then choose the option ‘Remind Me’. After selecting this option you will be automatically, reminded by Sage 50 in a specific number timeframe to take a backup before you exit the software.
Another option in this company window will ask you to enter the Company Name. Here, it is suggested to key in the name of the company because, if you do not key in your company’s name then the backup file will be saved by the title ‘BU_DATE’ as the name of the backed up file. Adding the name of the company will certainly make it smoother for you to manage several backups if you handle more than one company in Sage 50 Accounting.
Sage 50 Premium
In Sage 50 Premium or higher versions of the software, you can even add the copies of your archived firms in the backup file. Plus, you also get the option to add a copy of any attachments that you might have stored with your customer records, vendors, etc.
Click Back Up to proceed further.
Saving the Back Up
After clicking the Back Up button you will get a pop up named ‘Save Backup’. Here, the name of the file will appear as you have mentioned, like if you have mentioned the Company’s name then that will appear, else BU followed by date.
The path of the file will automatically be the computer data folder, if this is your first backup. You certainly have the option to change the location to any of the other preferred location as well.
The new location will not just be the storage location of these files, but will also be the storage location of your future backups.
In order to change the location of the Back Up file, you can click on the drop down menu, and then select the preferred location.
As soon as you select the desired location, click on Save Backup. That’s all!