Backup up your data

It’s easy to take a backup of your company data and it’s a good idea to do this on a regular basis for each company.  How often you do this depends on the amount of data you enter and how often you access you Sage.

Backing up does not take long but if you have a large amount of data this can take a little longer.

To create a backup

  1. Open the required company, click File, then click Back up.
  2. Note the suggested file name or edit the name as required, please note the file name must end in .001.
  3. Click Browse, choose a location to save the file to, click OK.
  4. If you want to back up other files such as reports and layouts, select them from the list or choose Select all file types to include in backup.

We recommend that you back up data every day, you can backup other files and we have included below a list of each file type and when you should back it up.

Transaction Attachments – when you have added new attachments.

Report Files – when you have customised a new report.

Layout Templates – when you have customised a new template file such as invoices or statements etc.

Record Attachments – when you have attached new documents to customer/ supplier records and/ or saved new bank reconciliation PDFs.

Image Files – when you have added any new images to Stock Records.

Company Archives – when you have added a new company archive.

Email Database – when you have added new email data files (this feature is rarely used and is not available by default unless enabled.

HMRC Submission – this includes details of submission information of VAT Returns, EC Sales List and CIS Monthly Return submission data.

If you would like help backing up or need any other help with your Sage Accounts please contact us

Not all accountants are grey.

Call us now for your FREE consultation on 01691 654545 or click here...