Note:

• If changing your Accounting Method, you cannot transfer journal data (transaction history) only maintenance records may be imported (vendors, customers, chart of accounts, Inventory Items, etc.)
• A technical support plan provides support for the errors that come up during process (refer to Sage Business Care Support Services for the defined scope of support )
• It is highly recommended you select Include Headings on the Options tab when you export, and then select First Row Contains Headings when you import
• It is also highly recommended to make a unique backup after each successful import
• When performing a rebuild, all Direct Deposit information for the company and employee will have to be re-entered. Please see Article ID 51773: Direct deposit account info not being brought over in company rebuild for more information.

Warning: If your data is damaged it is not recommended to rebuild your company using this method, as the damaged data may be transferred. If done, do not remove the original company until sure the rebuild was successful.

Section I: Create a New Company

1. Select File, and then select New Company
2. Click Next
3. Enter the company information for now, add New to the company name so you can distinguish it from the original company (this will be changed back to the real company name once the rebuild is complete), and then click Next
4. Select Copy settings from an existing Sage 50 company, and then click Next
5. If changing accounting period structure, be sure to clear Accounting Periods, and then click Next
6. Select an accounting method, this should be the same as in the original company, unless you are rebuilding to change accounting methods, and then click Next
7. Select a posting method, and then click Next
8. If you chose not to copy Accounting Periods, you will need to choose an accounting period structure, and then click Next
9. Choose the month of Period 1, and then click Next
10. Click Finish

Section II: Export and Import Maintenance Records

1. Select Maintain, Company Information, and then note the Directory
2. Close Sage 50
3. Open Computer or My Computer and browse to the original company's Directory
4. Copy the following files:

• RECUREX.DAT
• REPORT.DAT
• RPTDATA.DAT
• TAXAUTH.DAT
• TAXCODE.DAT
• TAXTABLE.DAT
• TEMPLATE.DAT
• QTYDISC.DAT (Premium for Distribution, Premium for Manufacturing and Quantum Accounting only)

5. Right-click, and then click Paste into the new company's directory

Note: If prompted, overwrite the existing files in the destination.

6. Open Sage 50 and the original company
7. Select File, Select Import/Export, and then export each of the following items:

• Chart of Accounts List (General Ledger) if using Budgets
• Budget List (General Ledger)
• Employee List (Payroll)
• Vendor List (Accounts Payable)
• Customer List (Accounts Receivable)
• U/M List (Inventory) Premium for Distribution, Premium for Manufacturing and Quantum Accounting only
• Inventory Item List (Inventory)
• Bill of Materials Listing (Inventory)
• Phase List (Jobs) for Complete, Premium, and Quantum Accounting only
• Cost Code List (Jobs) for Complete, Premium, and Quantum Accounting only
• Job List (Jobs)

8. Close the original company and open the new company
9. Select File, and then select Backup and make a backup of your company
10. Go to File, and then click Select Import/Export
11. Import each of the following items:

Note: You must import in the exact order listed and make a unique backup after each successful import.

• Chart of Accounts List (General Ledger) if using Budgets
• Budget List (General Ledger)
• Employee List (Payroll)
• Vendor List (Accounts Payable)
• Customer List (Accounts Receivable)
• U/M List (Inventory) Premium for Distribution, Premium for Manufacturing and Quantum Accounting only
• Inventory Item List (Inventory)
• Bill of Materials Listing (Inventory)
• Phase List (Jobs) for Complete, Premium, and Quantum Accounting only
• Cost Code List (Jobs) for Complete, Premium, and Quantum Accounting only
• Job List (Jobs)

12. Manually enter inventory item beginning balances and/or job beginning balances, if needed
13. If you using Sage Payment Solutions, select Services, Credit Card Processing and enter your Merchant ID and Merchant Key
14. Select File, and then select Backup and backup your company

Note: If you are rebuilding to change accounting methods, or due to corruption in the original company, stop here. You will need to enter beginning balances for your customers, vendors, and employees.