Data Conversion Wizard - Back Up

How Do I...

The Backup Existing Company Information window of the Data Conversion wizard allows you to make a backup of your existing company data and custom form files before starting the conversion process. Sage 50 requires that you make a backup before converting to the new format. If something failed or there was a power outage, you could restore the backup and convert again. Also, it's a good idea to back up your old company data, which can be filed away for audit purposes.

Tip: It's a good idea to save a recent backup of your company data in a prior release too. In rare cases where the data conversion process fails due to damaged data, you may have to restore this older backup before converting again.

  1. In the Backup Existing Company Information window of the Data Conversion wizard, click the Back Up button to indicate the name of your Sage 50 backup file and select where to save the backup file. Sage 50 remembers the location where you saved your last backup. You can change this path by selecting a new location.
  2. Sage 50 offers a default file name BackupV#.ptb (where # indicates the current version number—for example, BackupV9.ptb). You can change this if you like. Sage 50 backup files use the *.ptb file extension.
  3. If you selected the Include company name check box, the default backup will incorporate your company name in the name of the backup file that Sage 50 creates.

    Note: For increased security, avoid backing up data over existing backup files. Never overwrite an existing conversion backup.

  4. Click the Save button. Sage 50 displays the progress of the backup until it is complete.
  5. Note: Depending on the quantity of data, the backup process may take a while to complete. Be patient and do not interrupt the process. If you interrupt the backup process, you might damage the data.

  6. After you back up your company, click Next to start the conversion process.
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