Backup data for selected companies
Description

Sage Payroll Professional automatically creates a backup when you start a new period or tax year. However, you can also create manual backups at any time. 

The steps below allow you to create a backup for selected companies.

Cause
Resolution

Create a manual backup.

  1. From the Main Menu, select Utilities.
  2. Select Backup.
  3. Ensure all users logged out of the system.
  4. Select the option Data for Selected Companies.
  5. Review the onscreen notice:

Backup process onscreen notification on data retention.

  1. Select Continue.
  2. In the Selected column, select Yes to include the companies you want to include.
  3. Select Continue.
  4. Enter a unique description for the backup.
  5. Select Continue.
  6. Wait for the confirmation message that the backup was successful.

 NOTE: We store this backup for one month according to the retention policy. Review our Backup retention policy.  

 

Steps to duplicate
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