To Create A Sage 50 Backup:
1. Log into the company you wish to backup
• If on Sage 50 Premium or Quantum be in single-user mode under sysadmin
2. Click on File then Backup
• You can also click on the Backup icon (looks like a file cabinet) from the toolbar on the top of the Home screen
3. In the 'Sage 50 Accounting - Backup' window, enter the file name.
• It would be a good idea to include the date as part of this name (ex. UC141222)
4. Select the folder where you want to save the backup
• DO NOT put the file location within the .SAJ folder as this is the folder that the software backs up
• The last-used backup file path is saved and becomes the default for the next backup
• Do not overwrite an existing backup unless you know for sure that is what you want to do
5. Click OK to start the backup
To Restore A Sage 50 Backup:
- Open Sage 50, select File then Restore
- Click Browse and go to wherever your backup file (.PTB file) is located.
- Click Open
- Click Next
- Select the desired restore method:
• Overwrite existing company data or An Existing Company
• Create a new company using the restored data or A New Company (select this option if you wish to restore the backup to a new folder. Doing so will not overwrite your existing data.) - Click Next
- Select the desired restore options (choose all in most cases):
• Company Data
• Customized Forms
• Web Transactions
• Intelligence Reporting Reports or Business Intelligence Reports - Click Next
- Verify the restore options, and then click Finish
- The company will open once the restore completes
Note: If you want to edit the company name, you can do so by selecting Maintain then Company Information.