Sage 100Cloud – How to make a backup Company.

//Sage 100Cloud – How to make a backup Company.

Sage 100Cloud – How to make a backup Company.

Seems like we get this question fairly often so thought it was worth publishing again. At year end, doing training or updating the databases it is always good to have a backup company.

In addition a backup company will allow you to test and use new features without disrupting the live company, or just to freeze the company data at a certain time period such as year-end or quarter end.

Steps are shown below:

  1. Go to Modules>Library Master>Main>Company Maintenance and create a new company. In our case we have used TES as should below, and then Accept.
  2. Click the lookup and again set the Company to the newly created Company and then click the Copy button on the right side of the panel.
  3. You can then select the Company you want to Copy from as the Source. In our case we are use ABC as the Source Company. You can then click Proceed.
  4. Then Click Yes to confirm that you want to copy the data. Always suggest that you just double-check one more time the Source and Destination Companies.
  5. You will see the Copy being completed and once finished you can exit out of Library Master.

If you have questions, please contact us at www.caserv.com or 760-618-1395. Please stay tuned for more helpful Sage 100cloud tips and tricks.

Mike Renner – Partner

WAC Solution Partners

mobile: 253.861.3120 | local: 760.618.1395  toll free: 866.400.0WAC (0922) | 

Single Source Provider of Turnkey Business Accounting & Management Software

By | 2021-11-10T18:56:20+00:00 November 10th, 2021|Sage 100 tips and tricks|Comments Off on Sage 100Cloud – How to make a backup Company.

About the Author:

Mike Renner
Over 25 years in the accounting software industry. Mike is also an Acumatica, Abila and Sage Certified Consultant and Trainer and a recognized leader in the design, implementation and support of ERP and Accounting systems, including Acumatica, Sage and Abila. Specialties: Acumatica Cloud ERP, Sage 100 ERP (formally Sage MAS90/200), Abila MIP Fund Accounting (formally Sage Non Profit Software).
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