back up

SOLVED

Hi,

My accountants want a back-up of my data but I can't see anywhere on Sage Payroll to create a back up. Apparently you click 'file' on the menu bar but I can't see that option.

Thank you

  • +1
    verified answer

    Hi Roopal,

    Thanks for using Community Hub.

    There isn't a data back-up facility in payroll as all the data is held in the cloud.

    The File option you are looking for is in Sage 50 payroll, which is different software to the one you are using.

    There are reports you can get for your accountant. The Detailed report and the P11 reports are possibly the most useful for an accountant.

    Links with instructions on exporting those reports are below.

    You may have to hold down the CTRL button on your keyboard when clicking the links.

    Exporting the detailed report

    P11 reports

    You also have the option of setting up your accountant as a user on your payroll.

    This will allow the accountant to log into your payroll directly without you having to download and forward reports.

    Please read the article Add and manage users.

    If this helps please click Verify Answer.

    Kind regards,

    Nigel

    Sage UKI

  • 0 in reply to Nigel Thompson

    Thanks so much for your reply Nigel (I thought I had replied by email but it didn't work; I'm new to this!). That's really helpful and I have forwarded to my accountant. I've already provided them with individual and P11 reports so hopefully that will suffice.