• A database folder exists outside the data path
• The existing company is a different type of company than the new company. (For example, the existing company is a Premium company while the new company is a Pro company)
• The existing company isn’t in the same version as the new company
• The company data folders are in a different folder than the data path listed in the ini

Backup and Restore to the correct path

1. Open the company that you would like to copy settings from.
2. Add OLD in front of the Company Name field in Maintain, Company Information.
3. Click OK to confirm the changes.
4. Create a backup.
5. Once the backup is complete, close your company.
6. Click File and choose Restore.
7. Restore the backup you created in step 2, choosing the New Company option on the restore wizard screen.
8. Once it’s restored and the company is open, go to Maintain, Company Information.
9. In the Company Name field, delete the OLD in front of the name.
10. Click OK to confirm the changes.
11. Verify that you can now copy settings from this company using the new company setup wizard.

Incorrect company type is selected

1. From the main screen click Help and then About Sage 50.
2. Verify the Release line.
3. Open the Company you want to copy the settings from.
4. At the top of the window where it displays your company name in parentheses it will tell you which product of Sage 50 your company was created in.
5. Go to File and select New Company.
6. Click Next.
7. At the Choose a Sage 50 Product option, select the version you verified in step 4.
8. Click Next.
9. Fill out the Company Information and click Next.
10. Select Copy settings from an existing Sage 50 Accounting company and click Next.
11. Verify the desired company displays in the list.

Convert the company to the current release

1. Open the existing company and follow the steps when the conversion window opens.
2. Create the new company and verify the desired company appears in the list to copy settings from.

Copy the company to ini location

1. Copy the company data folder and paste it into the same folder as listed in the ini.
2. Verify the company is now listed under available companies.