Before you start

1. Back up your company data. A year end permanently updates your data, and you can't reverse it. See Process a backup in Sage 50cloud Pastel.
2. Complete your year end preparation. See Prepare for year end.
3. Check whether you use Point of Sale (POS) or Debtors Manager with an SQL database. This determines which procedure to follow.

Choose your year-end procedure

Follow the procedure that matches your setup:

• If you use POS or Debtors Manager with SQL: Follow the SQL-specific steps to protect your transaction history. See Run the year end with SQL
• If you don't use POS or Debtors Manager with SQL: Follow the standard year end steps. See Run the year end: No SQL

If you're not sure

Check your product setup or contact Sage Support before you run the year end. Choosing the wrong procedure can affect your data.