Creating a New Company

Modified on Mon, 06 Nov 2023 at 09:45 AM

Creating a completely new company

1.       From the home screen, click on “Add Company”.



2.       The second screen will present you with 4 options, “Create”, “Connect”, “Restore” and


a.       The “Create” option will run you through a wizard to create a brand-new company from

scratch and likely won’t be used very often.

b.       The “Connect” option will be explained further in this guide but is simply to access a company’s data that has already been created.

c.       The “Restore” option will be the most used option and will be explained in the next step.

d.       “Download” is used to download a company’s data directly from the client and access the data live (Sage Drive) This is strongly discouraged!!!!!!!

IMPORTANT NOTE: Always change the file creation path to S:\Sage 50 (Office)<enter company name> as per CCH Record. This means that the company’s data path is easily identifiable. This will ensure any future linked programs will work without disconnecting as the data is always in the same location.


Create a Company


Do not just accept the location Sage gives on clicking “Create a Company” Ensure you create a folder which matches the CCH Client Name.

Click on Change and Browse to S: Drive

The Client Folder should not exist. Create as per CCH Client Name.





This will keep our server tidy. Data is then easy to find from Sage and also ensure we do not have multiple restored data sets for the same client, which takes away from our Sage 50 license numbers.

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