Note: For hands-on instruction on how to customize forms, see
Customizing forms training.
Section 1: Incorrect data path
Refer to How to change the data path
Section 2: Company restored without custom forms/BI reports
- Locate a backup (.PTB file) made when the forms/reports existed, refer to Find backup files on my computer
- Open Sage 50 Accounting—U.S. Edition and the company
- Select File, and then select Restore
- Select Browse
- Select the backup file from Step 1, and then click Open
- Select Next
- Select Overwrite existing company data
- Select Next
- Be sure to clear the Company Data box, and then select only the Customized Forms box
- Select Next
- Select Finish
- Verify you have custom forms, if you still do not restore from a different backup.
Note: If the forms/reports are still missing after repeating these steps, they may need to be manually recreated
Section 3: Company folders copied to a new location
On the old server, when copying your company data folders, also copy the Forms folder, refer to How to move several company data folders from one server to another