Backup to internal disc drive

How do I backup my Cashbook data to the hard disk on my computer?

The Backup procedure is used to make a security copy of all the data that you have entered into Cashbook.

Backups can be either "internal" (i.e. to a hard disk contained within the computer) or "external" (i.e. to a USB stick, external disc drive or the Practical Systems Data Warehouse). Internal backups should be taken on a regular basis as a precaution against loss of data through power failures, etc. but regular external backups are essential to provide adequate security of data.

To Backup internally:

Step 1.

• Click on File > Backup Data menu option.
  • Click on Individual Company if you only wish to backup one company.
  • Click on All Companies/Years, if you wish to backup all companies and years

Step 2.

• Click on the Browse button to select the location to which you wish to save the backup.
• Enter a name for the backup file - this will normally default to "CBCompany" but can be changed to a name of your choice - e.g. Backup - Dec 2015.
• There is also an option at the bottom of the screen - Date/time stamp default file names - you can tick that will automatically add a date and time to the backup name. e.g. CBCompany 2015-12-16 16.00.06.zip 
• Click on the OK button.
• Click Yes to Confirm message: 'Proceed with backing up the selected data to C:\Cashbook Backups\2015-2016\CBCompany 2015-12-16 16.00.06.zip?'
• Click OK to Information message: 'Backup Complete.'

Note: Once the file has been saved to desired location, this can then be attached to an email to be sent to your accountant or your book keeper.

Other Related links:

Backup to a USB stick or external drive

Backup to Data Ware House

Set a Default Backup Location