Creating a Copy Company in Sage 100

For Backup and Archive

As the year comes to a close, it’s important to ensure that your company's data is backed up in case of any unexpected issues. The Copy Company Feature in Sage 100 provides a simple and effective solution to this problem. By creating an archive company, you can have a readily accessible copy of your current year's data even after performing Sage 100 year-end processing. This not only offers peace of mind but also helps to maintain the integrity of your data. With this backup in place, you can focus on your business operations and avoid any potential downtime caused by data loss. So, take a few minutes to create an archive company using the Copy Company Feature in Sage 100, and enjoy the peace of mind that comes with knowing that your data is safe and secure.

To make a copy company, go to:
Library Master > Main Menu > Company Maintenance

1. Create a new company code and company name (description) that’s easy to identify and distinguish from the live/active company that you’re copying.
2.  Click the Copy button and enter the Company Code of your current year live (or “Source”) company.
3. Select the modules you want to copy to your archive company. To create a complete archive/backup, you’ll want to copy all modules. Click Proceed. Once the process is finished, click Accept.

Note: For good measure, you might run a trial balance in each module and do a quick spot check to make sure all the data that came over is balanced and accurate.

Watch the Video

Watch a recorded demonstration of the Copy Company process in action.

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