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Making a backup for year-end processing in Sage 300

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Summary

For year-end processing in Sage 300, make a backup to safeguard your data.

Resolution

How do I make a backup?

Use these steps.

Which files should I back up for my year-end processes?

Make regular full backups of your data. You’ll need them if you need to restore your data for any reason.

When should I back up my data?

  • Payroll year-end before activating the year-end tax update
  • General Ledger year-end
    • before year-end maintenance to clear data
    • before closing the year