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Backup Sage 300 data for year-end processing?

Created on  | Last modified on 

Summary

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

Resolution

What do I back up for my year-end processes?

Back up your system and company data regularly, especially before the year-end process. You’ll need them if you need to restore your data for any reason.

When do 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 creating a new GL year

How do I make a backup?

Steps to backup Sage 300 data

 

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