Transfer Sage 50 Payroll to a new computer

Summary

How to transfer Sage 50 Payroll to a new computer.

Description

It's easy to set up Sage 50 Payroll on another computer. Just download and install your Sage 50 Payroll software, then transfer your data and RTI files.

Resolution

Before you switch to a new computer

NOTE: To move your Sage 50 Payroll data, use our article to relocate your data.

Before transferring Sage 50 Payroll to a new computer, there are a few preparation steps you need to follow.

Check your Serial Number, Activation Key and Account Number. To find these click Help then click About, they're located in the Licence Information section
Check that your computer meets the system requirements for Sage 50 Payroll
Check where you store your data. To do this, click Help then About. In the Program Details section, make a note of the Data directory

Back up your data and other files

If you have more than one company in Sage 50 Payroll, repeat this for each one.

Back up all files to an external device, such as a memory stick or a shared drive. Then transfer everything to your new computer.

If you store your data on a local drive, for example C:\ drive, back up your data
If you use customised reports, layouts or templates, store them in the User Defined (Company) or (Central) folders in Reports or Pre-update Reports. if you don't, back up your Report and Template Files too
If you store your data on your network, ensure you have full Windows permissions to the data folder. Contact your IT support for help with this

Install Sage 50 Payroll on the new computer

Next, you need to install the latest software update available.

Follow our download and install Sage 50 Payroll article to install the latest version, then continue to the set up your software steps below.

Set up your software

Open Sage 50 Payroll option then enter your serial number and activation key.
Click Next, then enter your Sage account number then click Next.
Click the relevant option below to add your company data in the new installation:

I want to restore a Sage Payroll backup >

Click Restore a backup then click Next.
Click Browse then locate and double-click the backup that you want to restore.
Click Next then click Finish.
Enter your User Name and Password then click OK.

I want to connect to data stored on my network >

Manually browse to the location of any companies you'd like to add to your new installation. Or, if you have access to the old computer, copy the file that holds the path to your companies.

Manually browse to companies

Click Select an existing set of Windows data then click Next.
Click Browse then browse to your data then click Open.
Click Next then click Finish.
Enter your User Name and Password then click OK.
If applicable, to restore your customised reports, layouts and templates, continue to step six. Otherwise, continue to the following section.
Click File, then Restore, then Next.
Select the Report Files and Template Files check boxes, then click Next.
Click Browse and browse to, then double-click, the backup that you want to restore.
Click Next then Finish.
Enter your User Name and Password, then click OK.

Copy file from old computer

If you still have access to the old computer, copy the file that holds the path to all of your companies. You then still need to browse one company in manually, but the rest automatically appear on your company list.

On the old computer with all the required companies set up in payroll, browse to C:\ProgramData\Sage\Payroll.
Copy the Payroll.usr file into a shared location that you can access on the new computer.
TIP: Or, copy this file to a memory stick, then transfer this to the new computer.
On the new computer, browse to C:\ProgramData\Sage\Payroll.
Paste the Payroll.usr file you copied into this location.
NOTE: If you're prompted, select the option to replace the existing file in this location.

Now follow the steps to manually browse to companies for one company in the server location. This adds all of your companies in the company list on your old computer, to the payroll on your new computer.

I want to change from another software provider >

Select I'm moving from another software provider then click Next.
Enter your company details then click Next, then Finish.
Enter your processing date then click OK.

The Moving from another software provider window appears to help switch to Sage 50 Payroll.

1. Select I'm moving from another software provider then click Next.
2. Enter your company details then click Next then click Finish.
3. Enter your processing date then click OK.
  
  The Moving from another software provider window appears and provides help with switching to Sage 50 Payroll.

Next steps

If you use the nominal link to post your salary journals to Sage Accounts, after installing Sage 50 Payroll on a new computer, ensure you're can post the nominal link on your new computer. If you can't, follow our article to set up the nominal link to post to Sage 50 Accounts.

If you use e-Banking, install the relevant e-Banking component for your bank on your new computer. Follow our article to set up e-Banking.

Upgrading your licence

Need a little more room? To add extra companies, users, employees or more to your software licence, leave your details and we'll be in touch.

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