Sage 100 “Copy Company” feature for Archive / Backup

Find out how to backup your Sage 100 company data before proceeding with year-end processing.

This provides a readily accessible copy (and backup) of the current year’s data even after you perform year end processing in your live company.

To make a copy company, go to:

Library Master > Main Menu > Company Maintenance

• Create a new company code and company name (description) that’s easy to identify and distinguish from the live/active company that you’re copying.
• Click the Copy button and enter the Company Code of your current year live (or “Source”) company.
• Select the modules from the source company you want copied over to your archive company. For a complete archive/backup, you’ll want to copy all modules. Click Proceed. Once the process is finished, click Accept.

Note: For good measure, you might run a trial balance in each module and do a quick spot check to make sure all the data that came over is balanced and accurate. 

Video: How to Back Up Data

Head over to YouTube to watch a recorded demonstration of the Copy Company process in action.

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Contact us if you need help with backing up Sage 100cloud data or with year end processing.

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