Available in Sage 50 Premium Accounting and higher.

Archive Wizard

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When you archive your company data, you are saving your data and financial statements so you can have access to that information when you need to refer to it for future use, such as providing your financial information for a tax audit. You can archive your company information at any time, and you also have archive as an option during the year-end process.

The archived company is an exact copy of your company, and while you can view transactions and print reports and financial statements (including any custom forms you created before you archived), the archived data is read-only. Therefore, you can't add, modify, or delete records or transactions in the archived company. Whatever transactions existed in the company will also be saved within the archived company data and all user security settings are archived. Also, you can't add archived data to your current open company.

Before archiving a company you should run data verification to detect any possible data errors so you can fix them first.

To begin Archiving your company data:

From the File menu, select Archive Company.
The Archive Company wizard window appears.
Accept the default Archive Name (based on Windows system date mmddyy format) or enter a different name.
Select the Archive button to start the archive process, or click cancel to close the Archive wizard.
Select the Finish button when the archive process is complete.
The archive files are stored on your computer in an Archives subfolder of your company folder.