Upgrading from an Earlier Version of Sage Simply Accounting

If you want to use company files from an earlier version of Sage Simply Accounting or another accounting program, you must upgrade your data into a format that works with the current version of Sage Simply Accounting.

Before attempting this, be sure the totals of your accounts are the same as the totals of the corresponding subsidiary modules. For example, make sure that the total of all balances owed to your vendors is the same as the balance of the Accounts Payable account. Do not upgrade your data until all the accounts balance.

We recommend that you back up your company data before upgrading.

If you are upgrading your company to a new edition of Sage Simply Accounting (for example, Sage Simply Accounting Premium) at the same time that you upgrade your version, a new set of features will be available to you. The precise features depends on the edition of Sage Simply Accounting you upgrade to.

Note: When you upgrade from an earlier version of Sage Simply Accounting, make sure that all of the boxes on your employees' T4 and RL-1 Reporting tab are filled in correctly before printing or filing T4s or RL-1s for the current or previous year.

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