Create and Restore Sage 50 Company File Backups (.ptb files)

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:

1. Open Sage 50, select File then Restore
2. Click Browse and go to wherever your backup file (.PTB file) is located.
3. Click Open
4. Click Next
5. 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.)
6. Click Next
7. Select the desired restore options (choose all in most cases):
        • Company Data
        • Customized Forms
        • Web Transactions
        • Intelligence Reporting Reports or Business Intelligence Reports
8. Click Next
9. Verify the restore options, and then click Finish
10. 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.