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Backup

It's really important that you take regular backups of your data, so that if your computer fails or you get data corruption you can easily restore the data to save hours of work re-entering lost information. Find out more about how to restore

We recommend that you take a backup at least once a day and before you run any major processes in Sage Accounts such as:

• VAT Return
• Year End
• Clear Audit Trail

You should always run the Check Data option before you create a backup of your data to ensure the data is error free.

Multi-company licence: You must back up each company separately.

To back up your data

1. File > Backup.

2. To check your data, click Yes. Find out more about the Check Data option

   • If there are no problems found, the File Maintenance window appears confirming this > OK > Close > Close.
   • If there are problems with your data, the File Maintenance Problems Report appears. For further information about this, please refer to https://my.sage.co.uk/support/my-data.aspx
     

3. Complete the Backup window as follows:

   Backup Company

   Company Details	The name and location of the data. This backs up the company you are currently in, if you have more than one company, check that the correct name appears.
   Filename	To help you easily identify the backup, by default, the file name is SageAccts Company Name YYYY-MM-DD hh.mm.ss.001. If required, you can change this file name.
   Location	To locate the drive and folder you want to use for the backup, click Browse > select the required folder > OK. Note: If you back up to a removable storage device, such as a USB memory stick, please make sure that the device is attached to your PC before you click Browse.

   Advanced Options
   

   File types to include in backup	Be default, this retains the files selected last time, select the required file types to include in your backup. Alternatively, if you want to back up all your data files, select Select all file types to include in backup.
   Description of backup for company	A description of what the backup file includes, the Sage Accounts user and the date.

   Previous Backups
   

   A list of the backups you've taken in the past.

   Tip: To remove entries from this list, select the required line > Delete.

4. To backup your data > OK.