Back up your data

We recommend you take regular backups of your data and store them away from your computer. For example, on a >USB drive. This means if anything happens to your computer, you can restore the backup and continue processing where you left off.

Back up before and after you update your payroll and before you make significant changes to your records. To keep your data more secure, you can back up to more than one location. For example, a USB and server.

Take a backup

If you see an ODBC error during the steps below, follow our ODBC Microsoft Access Driver Login-Failed article.

1. On the menu bar, select File then Backup.
2. Select Next then choose the files you want to include in your backup.
3. Select Next.
4. If you use Sage 50 Professional, there's a Select Product Type option. Leave this at the default setting unless you know you need to change it.
   • This option is useful if you're an Accountant sending backups to clients who use a different product type
5. Select Browse, and browse to the location you want to save the backup.
6. Rename the file to make it clear when it's from.
7. Select Save then Next.
8. Click Finish then OK.

If your backup files are too large, try backing up certain files separately, such as your documents. Documents in particular can increase your backup size significantly.

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