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Accountants Enterprise only

To assist with data backups, the backup wizard allows you to backup


The Backup wizard helps you to back up data to any drive visible in Windows Explorer

to which

that you have read/write access to.

These drives include

This includes zip drives,

USB

USBs, and network drives.

The

wizard increments the

generation number for each ledger

known to the system

increments after completing each backup

is completed

.

You can only backup

data

files that

are not currently

aren't in use. If

any

you try to backup files that are in use

when you attempt to back them up, you are warned you do not have unique access

, you'll get an error.

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Other users cannot

Users can't access the ledger during the backup operation.

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titleTo backup data files for a ledger

To backup data files for a ledger:

 

  1. In the
Ledger
  1. ledger listing window, right click on the ledger and click Backup.
      The
Ledger Backup Wizard displays.
  1. Click Next to open the Confirm Operation
screen
  1. window.
  2. Click Next to confirm you want to

backup
  1. back up the selected

Ledger.
      The
Select source
  1. ledger

screen displays
  1. .

  2. From the Ledgers chosen section, select whether to

backup
  1. back up the selected ledger, related ledgers or all ledgers in the folder. By default, related ledgers are grouped by Client Code. Tax identifies related ledgers for Tax and CDS. 
    Alternatively, choose the

  1. Custom

 option
  1. option and select any of the available ledgers by clicking

[
  1. Ctrl

]
  1. and clicking the required ledgers.

  2. Click Next to open the Select backup location and name

screen
  1. window.

  2. Choose the Backup location by clicking the Select device button and choosing the drive to receive the backup.

  3. Click the Browse button to select a location within the selected drive.

  4. Type a name for the backup file in the Backup name field.

  5. Click Next to open the Completing the Ledger Backup Wizard screen.

  6. Click Finish to confirm the action and complete the backup process.

Back to Backup and Restore

How to Restore a Ledger

Accountants Enterprise only

The Restore wizard is intends to assist you to restore data from any drives visible in Windows Explorer to which you have read/write access.

You can only restore data files that are not being used at the time of the restoration. If you attempt restore any files that are in use, you are warned that you do not have unique access to the files. Other users are also prevented from accessing a ledger that is being restored.

To restore data files for a ledger:

    1. Click File > Restore or click on the Restore Restore_icon.jpgImage Removed icon on the Toolbar.

      The
Ledger Restore Wizard
      opens.
    1. Click Next to open the Select backup window.

    2. From the Backup location dropdown choose the device where the backup is stored.

    3. Click Browse to select the location on the device where the backup file exists.

      The files available for backup are listed in the
Backups
       available from this location field.
    1. Select the files to restore and click Next to open the Select destination folder window.

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The option to restore only some files should be used with assistance by MYOB Support staff as data files need to be restored with all related files in the set or you will corrupt your ledger.

    1. The Target folder and Directory path fields are pre-filled.

      Alternatively, click the ellipsis
ellipsis.pngImage Removed
       button to choose which folder to restore the ledger to.
    1. Click Next.

      The
Completing the Ledger Restore Wizard
    window opens.
  1. Click Finish to confirm the action and complete the backup process.

Back to Backup and Restore

Backup your SQL Database

Accountants Enterprise only

It is imperative that your data is regularly backed up to safeguard against downtime in the event of data corruption or hardware issues.

To assist with data backups, the system provides a new backup management wizard. The wizard allows data to be backed up to any device available to the logged in user. Refer to Backup and Restore .

A backup may be made directly through the SQL interface.

When backing the database selectively, the name of the database to use is <Database Name>.mdf.

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Consult your system administrator for information.

Back to Backup and Restore

Restore SQL Database

Accountants Enterprise only

You can only restore data files that are not currently being used. If any files are in use when you attempt to restore them, you are warned that you do not have unique access to the files. Other users are also prevented from accessing a ledger that is being restored.

To restore data using System Services refer to How to Restore a Ledger.

For users with full SQL installed, a restore of the database may be made directly through the SQL interface.

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Ledger application data must be backed up using Enterprise Manager in order for it to be restored using that application.
Conversely an SQL database backed up using Enterprise Manager must be restored using Enterprise Manager.
Consult your system administrator on using Enterprise Manager.

Back to Backup and Restore

 

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 Backup and restore