Year-End Tips

Before you close any Sage BusinessWorks modules, it is essential that you perform a complete backup of company data. You should retain this backup indefinitely, as it provides critical data for audit purposes.

1. On the Sage BusinessWorks main menu, click File, and then click Backup (or click Utilities on the Resource Bar, and then click Backup) to open the Database Backup Wizard. Click Next.
2. To back up company data, click the company ID to back up, and then click Next.
3. In the Select Backup File Name window:

• Select a folder or drive from the list on the left. To store the data in a new folder, see the Help topic “Backup,” and follow the steps to create a new folder.
• Type a Backup File Name at the bottom, and click Next. Be careful not to overwrite an existing backup that you want to keep. For easy reference, use a file name that includes the company ID and the date. Example: Sample123108.zip
• Click Start to begin the backup. When the backup is complete, a message appears allowing you to back up another company. If you have multiple companies, click Yes, and repeat the steps above.

Notes:

• Please perform a backup within Sage BusinessWorks even if another backup utility is used.
• See page 4 for instructions on making a copy of a Sage BusinessWorks company.

Find more tips and information about processing year-end in BusinessWorks, visit the BusinessWorks Knowledgebase.

For more information or assistance with BusinessWorks, contact Blytheco by email or give us a call at 800.455.1368, extension 2500.