Accountants Enterprise only

To assist with data backups, the backup wizard allows you to backup data to any drive visible in Windows Explorer to which you have read/write access. These drives include zip drives, USB and network drives.

The wizard increments the generation number for each ledger known to the system after each backup is completed.

You can only backup data files that are not currently in use. If any files are in use when you attempt to back them up, you are warned you do not have unique access.

To backup data files for a ledger:

1. In the Ledger listing window, right click on the ledger and click Backup.

The

1. Click Next to open the Confirm Operation screen.

2. Click Next to confirm you want to backup the selected Ledger.

The

screen displays.

1. From the Ledgers chosen section select whether to backup 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

 option and select any of the available ledgers by clicking [

] and clicking the required ledgers.

1. Click Next to open the Select backup location and name screen.

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  icon on the Toolbar.

The

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

 available from this location field.

1. Select the files to restore and click Next to open the Select destination folder window.

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

Alternatively, click the ellipsis

 button to choose which folder to restore the ledger to.

1. Click Next.

The

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.

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.

Back to Backup and Restore