Working with Client Data

Opening Existing Client Data

When you open client data in Sage Simply Accounting Accountants' Edition, Sage Simply Accounting detects which edition of Sage Simply Accounting  your client uses. Only features available in that edition and the Accountants' Edition are available once you open the data. If a client has not upgraded to the same version of Sage Simply Accounting that you are using, you must upgrade their data to the current version before you can open it.

Upgrading Existing Client Data

To upgrade a client's data so that it is compatible with your version of , follow the steps in the Upgrade Company Wizard that appears when you open older client data in the Select a Company window.

If your client upgrades their copy of Sage Simply Accounting at a later date, you can upgrade their data by opening the Accountants' Edition menu in the Home window and selecting Upgrade Company.

Creating New Client Data

You can create data for your clients for any edition of Sage Simply Accounting (for example, Premium, or Enterprise). When you create the data, make sure that you specify the edition for which your client has a licence or licences.

What would you like to do?

Upgrade data from a previous version of Sage Simply Accounting