Perform a full company file backup by going to the File menu and choosing Backup. Then choose the Backup all data option then click Continue.
Choosing the Backup all data option will backup the following information:
- Your company file
- The Forms folder (this contains your form templates, such as customised invoices, etc.)
- The Letters folder (this contains the letter templates used for personalised letters)
- The Custom folder (this contains filters and display settings for customised reports)
For more details on creating a backup, see the AccountEdge help (Australia | New Zealand).