Restore a backup locally to run a year end

When running a year end, it is advised to do it where the data is held. If your data is held on a server sometimes you may experience issues when trying to run a year end such as it taking a long time to complete, or not completing properly. This can be because of network permissions or firewall settings.

If you can use Sage Accounts on the server we would recommend running the year end there. If Sage 50 Accounts isn't installed on the server, and you are experiencing problems running your year end, there is an alternative resolution.

If you have a multi-company licence, you can restore a backup of the data locally onto a computer and run the year end in a temporary duplicate company held on that computer, rather than on the server. Once completed you can then restore the post year end backup back into the company held on the server.

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

Step 1 - Check your data

Before running a year end, you must make sure the data is error free, if there are errors, you must resolve them before completing your year end. To resolve any errors - Read more >

Step 2 – 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’. 

Step 3 – Restore backup locally as a new company

1. In Sage 50 Accounts, click File, click New, then click Company.
2. Click Restore data from a backup file, then click 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 is local, the data path will begin with ‘C:’ e.g C:/ProgramData/Sage/Accounts/2020/Company.001/ACCDATA

   
   
5. Click Next then click Restore.

Step 4 – Run your year end on the duplicate company

Log into the duplicate company and run the year end routine. For further help with this, refer to the following guide >

Step 5 – Check your data after the year end is complete

Check the data again to make sure there are no errors. Read more >

If there are errors, you must resolve them before continuing. Read more >

Step 6 – 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 make sure Data Files and Company Archives are selected.

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

Step 7 - 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.

Step 8 – Remove your duplicate company

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

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

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