Upgrade Your Data from an Earlier Version of Sage Simply Accounting

Before you can perform this task 

To upgrade your data from an earlier version of Sage Simply Accounting:

1. Upgrade your data either:
   • By opening your company data from the Select a Company window when Sage Simply Accounting starts (proceed to step 3).
   • From within Sage Simply Accounting (go to the Home window and choose Open a Company from the File menu).
2. Open the folder that contains your old data file, select the file, and click Open. If you have a sysadmin password, enter it and click OK.
3. While working through the Upgrade Company Wizard, you can choose to make a backup copy of your data. If you have already made a back up copy of your data, click Next, enter a new sysadmin password, and then click Finish.

Note: If your client has the required licence, you can also upgrade existing client data to a new version of Sage Simply Accounting. (Accountants' Edition)

4. If you are backing up your data, follow these steps:
1. In the Backup File Name box, either accept the suggested file name or change it. If you want to back up to another location, use Browse to select another folder.
2. In the Comment box, enter a description to help you identify the backup later, when you restore it. For example, enter Oct 14, 2008.
3. Click OK.
5. Click Next, enter a new sysadmin password, and then click Finish. Your upgraded data opens automatically in the new version of Sage Simply Accounting.

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Find the keyboard shortcut to upgrade this company

Learn about upgrading your edition of Sage Simply Accounting