Performing a backup in the program - Open the company you wish to back up.
- Select File, and then click Back Up.
- Select Reminder box if you want to be reminded to back up after a given number of days.
- Select Include company name box if you want to incorporate your company name in the backup file.
- Select Include archives in the backup, if desired.
- Select Include attachments in the backup, if desired.
- Select Back Up button to enter or select where you want to save your backup file.
- The backup saves to the company data location, unless you select a different location. If there isn’t sufficient disk space to save the backup, the process will fail
- Click Save button.
- Click OK.
Note: Depending on the quantity of data, the backup process may take a while to complete. Be patient and don’t interrupt the process. If you interrupt the backup process, you might damage your data. Saving the backup to external media See How do I back up to external media?. Cloud backup with Microsoft 365 See How do I use the Microsoft 365 feature Cloud Backup? Saving the backup with a third-party program Follow your external program's directions to back up the data folders. See How to locate company directories to find the location of the data folders. |