Restore a Sage 50 Company Backup after a Failed Data Conversion from a Previous Version

How Do I...

If a data conversion fails (for example, your computer locks up), you must restore the backup completed prior to the conversion and try the process again. Data conversions are required when you install a product upgrade; in some cases, a product maintenance update requires data conversion. Rather than uninstall a Sage 50 upgrade or product update, you can restore your old company data in a new, temporary company folder using the new version of Sage 50.

Start the updated version of Sage 50, if it is not already running.
From the File menu, select Restore.
Select the folder and previous data conversion backup file you want to restore.

The data conversion backup file is typically in your original company data folder (not CONVERT, which you just created). The default file name for conversion backups is BackupV#.ptb (where # indicates the current version number—for example, BackupV9.ptb). Sage 50 backup files use the *.ptb file extension.

If you previously selected the Include company name check box in the Data Conversion wizard, the backup file will be prefaced by your old company name.

After selecting the correct .ptb file, click Next.
Select to restore to a new company.
The Restore Options window appears, letting you decide which files you want to restore:

To restore all backed-up custom forms, such as customized invoices, select the Customized Forms check box.
To restore all Web transactions in the Sage 50 Web Transaction Center, select the Web Transactions check box. All unprocessed Web transactions (those listed in the Inbox list and Exceptions list) that were synchronized using the WebSync wizard after the date of the backup will be lost.
To restore all backed-up data files for the company, including customized forms, select the Company Data check box.
To restore all Intelligence Reporting reports, select the Intelligence Reporting Reports checkbox. Standard Intelligence Reporting reports will be replaced with the most recent versions available, but custom reports will be replaced with the set of reports included in the backup.

Warning! If you choose to restore Sage 50 Intelligence Reporting reports, any custom Intelligence Reporting reports you have changed since the backup was made will be overwritten and any new custom Intelligence Reporting reports will be lost.
Before restoring your Intelligence Reporting reports, you may want to export your custom reports and save them in a different location. You can import them back in after restoring the company if you need to. To export and import Sage 50 Intelligence Reporting reports, go to Reports & Forms>Report Manager.
Tell me more.
Let's say you had 2 custom Sage 50 Intelligence Reporting reports when you made the backup. In the current state of your company, you have 3 custom Intelligence Reporting reports - the two that exist in the backup, which were edited after the backup was made, and one new report. If you choose to include Intelligence Reporting reports when you restore the backup, the new custom report will be deleted and the two existing custom reports will be replaced with the reports from the backup.

Select the Next button. Verify your choices, and then select Finish.
During the restore process, Sage 50 displays a progress indicator.

Note: Depending on the quantity of data, the restoration process may take a while to complete. Be patient and do not interrupt the process. If you interrupt the restoration process, you might damage the data.

After you have restored your company data, the Data Conversion wizard will appear again.

Restore a Sage 50 Company Backup after a Failed Data Conversion from a Previous Version

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