How to create a backup

Performing a backup in the program

1. Open the company you wish to back up.
2. Select File, and then click Back Up.
3. Select Reminder box if you want to be reminded to back up after a given number of days.
4. Select Include company name box if you want to incorporate your company name in the backup file.
5. Select Include archives in the backup, if desired.
6. Select Include attachments in the backup, if desired.
7. 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
8. Click Save button.
9. 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.

How to restore a backup
Find backup files on my computer
Backup failing or freezing at [less than 100] percent
What is the difference between a backup and an internal archive?