Restore a backup locally to run a year end

How to restore a backup locally to your computer to run a year end on that computer.

When you run the year end, we advise you to run it where your data is held. This is because you can experience issues when running across a network, due to network permissions or firewall settings.

We recommend running the year end on your server, if you have Sage 50 Accounts installed. If Sage 50 Accounts isn't installed on the server, and you have issues, you can move your data to your local computer.   

CAUTION: When carrying out this task, all other users must log out of Sage 50 Accounts.

Follow of each of the steps in order:

Check your data

Before running a year end, ensure the data is error free. If there are errors, you must resolve them before completing your year end. Follow our A to Z of errors article.

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Take a backup

Once you’ve checked your data for errors, take a data files only backup.

TIP: Name the backup ‘Pre-year end backup’. 

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Restore backup locally as a new company

In v30.1 and later, restoring a backup to another location or computer with connected services shows the Manage Cloud Connection window. 

1. In Sage 50 Accounts, go to File, then New, then Company.
2. Select Restore data from a backup file, then Browse.
3. Locate and browse to the backup file taken in Step 2, then click Open.
4. Ensure the location of the new company is local.
   

   NOTE: If it's local, the data path will begin with ‘C:’ For example, C:/ProgramData/Sage/Accounts/2020/Company.001/ACCDATA

   
   
5. Select Next then Restore.

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Run your year end on the duplicate company

Log in to the duplicate company and complete your financial year end routine.  

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Check your data after the year end is complete

Check your data is in good health to ensure there are no errors.  

If there are errors, you must resolve them before continuing. Follow our A to Z of errors article.

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Take a backup

Once you’ve checked your data for errors, take a data files and company archives backup. Under File types to include in backup ensure Data Files and Company Archives are selected.

TIP: Name the backup ‘Post-year end backup’. 

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Restore the backup into the original company data held on the server

Log back into the original company held on the server, then restore the post year end backup taken in Step 6.

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Remove your duplicate company

1. Open Sage 50 Accounts and stay on the Company Selection window.
2. On v26, highlight the duplicate company, and select Remove Company. On v27 and above, highlight the duplicate company, select the three dots to the left of the company name, then click Remove company.

You've now completed the year end process and updated the data on the server.