For automatic backups to run successfully, all the following must be true:

• Set up the automatic backup configuration on the computer that houses the data
• The computer must be on at the time the scheduled backup occurs
• Sage 50 Company can’t be in active use

1. Go to File, Automatic Backup or run Automatic Backup Configuration from the Start menu or the desktop shortcut.
   • Do this process on the computer where you keep your company data saved (the server)
   • This computer will need to be on and logged into Windows during the scheduled backup time
2. Select Browse beside Company directory and select the company directory.
3. Select Browse beside Save Backup to and select the destination folder to save the backup files in.
   • Don't save the backup in the company folder: this will cause each backup to grow progressively larger
   • The best practice is to save the backups to a specific folder set up for backup files
   • Copying your backups to an off-site location or external drive periodically can prevent data loss from hardware failure
4. If the company has users set up:
   • Enter the Sage 50 user name
   • Enter the Password
   • Confirm the password
   • Click Verify User Details
5. Under Include, if available: if desired:
   • Select Company name in the backup file name (recommended if using more than one Sage 50 company)
   • Select Archived companies
   • Select Attachments (recommended if attaching files, such as PDFs or images, to transactions or maintenance records)
6. Under If a backup file already exists, select the desired backup option.
   • The best practice is to use Automatically create a new backup file
   • This option will create a new backup file if a backup file of the same name exists already
7. Select Log out users prior to running backup (recommended but not required).
   • Enabling this option will automatically log any users out of Sage 50 at the scheduled backup time
   • Without this option, the backup won't run if a user stays logged in at the scheduled time
8. Click Save.
9. Choose a save location and a File Name for the configuration file.
10. Click Save.
11. Select Schedule.
12. Select the desired backup schedule (we recommend weekly backups).
13. Click OK.
14. When prompted for a password, enter the password (not the pin) for the Windows account and click OK.
    • The Windows Task Scheduler requires that the Windows user account has a password configured.
15. Click Save.

 NOTE: To view the log of automatic backups, browse to the folder where you saved the backup configuration file (.PTC), and open the .txt file with the same name