How to take backup of company data in Sage 50 (US Edition)

By | February 26, 2014

Today, through this blog, we shall discuss “How to take a backup of company data in Sage 50(US Edition) formerly known as Peachtree”.
There are two ways by which the backup of Sage 50 (US Edition) company data can be taken:

  1. Manual Back-up
  2. Automatic Back-up

    GUMU Sage 50 – Sage CRM (Desktop and Cloud Integration) Trial | Blog

  Manual Back-up:
     1. Login to Sage 50 > select ‘file’ option > select ‘Backup’ option. (Refer the screen – shot below
1
     2.   After selecting the ‘Back Up’ option, the user can see the following window (refer screen shot below).
2
3.   The user will then be required to click on the ‘Back Up’ button, and after he does so, a popup will come which will prompt the user to select a destination where he wishes to store the backup files. After providing all the requisite data, the system shall start the backup process.
  Automatic Back-up:
1.  Login to Sage 50 > select file option > select ‘Automatic Backup’ option.
2b
2. After clicking on ‘Automatic Backup’ option the following window (refer screenshot below) will appear:
83.  Fill in the necessary details such as:
–         Save backup to: A path where backup file will be placed.
     –         Sage 50 user name: Sage 50 administrator user name.
     –         Password: Fill in the password.
4.  Click on schedule option. A window will appear where the user can provide a time i.e. when the backup process should run. Please make sure that during the time when automatic backup is scheduled no one is using the Sage 50 Company module.
9
 
Also read :-
1. GUMU™ for Sage CRM – Sage 50 (US Edition) integration – GUMU Scheduler
2. Configure Sage 50 (US) user to access data outside the application
3. GUMU™ Peachtree Solutions for SageCRM/SageCRM.Com Integration
4. GUMU™ Integration for Sage CRM is now compatible with Australian Version of QuickBooks