This is a guide for Sage 50 V22. If you are using a previous version you may see something slightly different to what is in this guide.
Backing up is a vital routine with any accounting software, to ensure that you have some form of recovery in the case of corruption or general data loss. This guide will run you through performing a simple manual backup and show you more options on controlling what is backed up other than your general financial data. It will also show you how to restore the data you have previously backed up.
To access the the backup routine, log yourself into Sage as someone with the required access rights and then go to:
File > Back up...
Sage will prompt you to check your data for errors. It is recommended that you allow Sage to check your data for any errors. Following that, you will be brought to a screen allowing you to choose the name of your backup, and the folder that it will go to.
Please note that by default Sage will back up your financial data only. If you are happy with this, click 'OK' and Sage will back up to your location of choice with a progress window, followed by a message indicating the success of the backup.
To back up files such as your layouts, reports and such, go into the "Advanced options" tab and you will be able to choose what else you want to back up. It will also provide a description of the backup, who done it and when, which is helpful for identifying what backup you want to use in the restoration process.
To view, manage and clear off any previous backups, go into the 'Previous Backups' tab
NOTE: This list does not always update itself - for example, if you were to delete a backup manually, through Windows Explorer. As in the above screenshot, there are backups that no longer exist on the system. You can clear these off if need be.
To access the the restore routine, log yourself into Sage as someone with the required access rights and then go to:
File > Restore...
Like below, the Restore window allows you to browse to and select a backup file. Once you have selected it, it will tell you details such as the description containing what the backup contains, its version and where the data will be restored to.
Like before, you have a 'Previous Backups' tab that will allow you to restore by selecting a backup within there.
Sage can also automatically back data up for you, by default - to have more control over that, please see our guide on configuring Scheduled Backups.
If you have any feedback, feel free to let us know in a support request.