Section 1: Restore a backup as a new company

1. This is a single user task: make sure all other users have exited Sage.
2. Create a full backup of your company, which you can restore in case your current data is accidentally overwritten. Refer to How do I create a backup?
3. Once the new backup is complete, select File, and then select Restore.
4. Select Browse.
5. Select a previous backup file from a time when the custom forms were present and working. Refer to Find backup files on my computer.
6. Click Open then select Next.
7. Select the option to Create a new company using the restored data.
8. Click Next.
9. Under Restore Options check the boxes for Company Data and Customized Forms.
10. Click Next then click Finish.
11. After the backup completes, the new company will open. In the new company, go to the Maintain menu and select Company Information.
12. Change the Company Name to “Do not use” so no one confuses it with your original company data.
13. Click Ok.
14. Open your original company and verify that your custom forms are now present and working properly.
    • Custom forms are now present and working in your original company data, continue using the original company data.
    • Otherwise, proceed to Section 2.

Section 2: Restore custom forms only

1. Select File, and then select Restore.
2. Select Browse.
3. Select a backup file made when the forms existed and worked.
4. Click Open.
5. Select Next.
6. Select Overwrite existing company data, and then click Next.
7. Uncheck the Company Data box, and then select the Customized Forms box only.
   • Make sure the Company Data box is not checked before proceeding with the next step. This prevents your current company data from being overwritten.
8. Click Next.
9. Select Finish.
10. After the restore completes, verify your custom forms are present and working properly.

• If the custom forms are not present or working properly, repeat these steps with a different backup.