Resetting or restoring your company data

When to use the reset data option

You may need to use this in the following circumstances

• You have entered dummy or practice information during a trial period, and now want to enter real company information.
• You have made errors when entering Accounting information and want to start again.

Who can reset data

Only the business owner can reset or restore data. The business owner is the person who originally signed up and has access to all areas of the service.

Before you start

• Print any reports or make a note of any information you need, such as customer and supplier details, and details of your transactions.

• Disconnect any bank feeds. You will need to re-connect after you reset you data. If you have set up bank rules we recommend that export them then first and then import again after resetting your data.

Reset your data

1. Go to Settings, Business settings, and then Data management.
2. Click Reset my Data.
3. Enter the email address you use to sign in to your Sage service, then click Reset Data.

Restore your data

You can restore your data if you reset it in error, or need to check a piece of information before you reset again.

Restoring data returns you to the point immediately before you chose the Reset data option.

1. Go to Settings, then Business Settings, then Data Management.
2. Select Restore my Data.
3. Enter the email address you use to sign in, then select Restore Data.

To restore your data

1. Go to Settings, Business settings, and then Data management.
2. Click Restore my Data.
3. Enter the email address you use to sign in, then click Restore Data.

No option to restore data

You cannot restore data from another Sage service such as Sage 50.

You cannot restore data if you have changed your subscription or plan. For example

• You can’t restore data created in Accounting into Accounting Start.

Although you can’t restore from a previous service, you can still reset your new service and start again.