Scheduled Backups

Scheduled Backups

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.

In Sage 50 Accounts, you can have the program schedule to back your data up, and check your data in certain intervals. It is likely that this is already set to work by default, although this may have an impact on your computers' performance in the background. This guide will go through how to get there, and how to get Sage to back up automatically, with more control.

Scheduling backups in this way will give you more flexibility in what you can go back to in the case of lost data and other such scenarios. 

To access the settings for Scheduled Backups, log yourself into Sage as Manager and then go to:

    File > Scheduled Back up...

When you first open the Sage Backup Manager, the first screen you will see will be the "Overview", which will display all of the companies you have on the system, how many users are currently logged in, the results of the scheduled data check and the time the last backup was run. 

You can also look at the above information with more depth by clicking on the tabs at the side. They will give you a history of previous results and backups, as well as the option to delete previous history either selectively, or set a schedule to delete old results automatically. You can also set a history filter on the records you are seeing.

For the Check Data results: 

For the Backup files:

In my examples, you can see that I have set Sage to delete records that are older than a day automatically. You can set this to a day, a week, a month, a year or to never delete the data. 

Here is also a quick example of the "Users Logged in" tab, which shows a little bit more information on who is logged into what, from where and for how long:

To actually set up your scheduled backups, you go into the Settings tab and this will provide you with many options to fine tune this process to preference.

Here is an example of how I have configured this to work:

The options we are presented with in the Settings screen are:

  • Back up schedule, which is either manual, daily or more than once per day
  • The types of files you want to include in the scheduled backups
  • Which companies you want Sage 50 to automatically back up
  • Where you are going to back up to, choosing a drive letter (By default, C:\SageBackups\v22\[COMPANY])
  • How much space you want to be left on the medium you are backing up to

Should you want to do a normal backup, this routine is still recommended to do as and when it is needed, for example if you need to use the Recovery Tools. By default, Sage will only back the financial data up, but for your layouts, images, HMRC submissions and such, you can go into the Advanced Settings tab to configure this. For more information, click here for a guide on performing a manual backup in Sage.

If you have any feedback, feel free to let us know in a support request.
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