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Back up your data

Taking a backup of your data is one of the most important tasks you must perform as part of your normal accounts routines.

We recommend taking data backups on a regular basis, as well as before and after accounting processes such as VAT Returns or bank reconciliations. If anything happens to your computer or if you make a mistake, you can simply restore your most recent backup and continue processing where you left off.

To back up a single company

  1. Ensure the company you want to back up is closed.
  2. From the TASBooks Company Manager window, select the company you want to backup.
  3. Click File, then click Backup.
  4. Complete the following information:
  5. Folder Name If you want to change the location of the backup, click Browse and select where you want to save your backup file.
    Filename The default file name automatically appears here.
    Type If you want to change the type of files you back up, click Change, then choose the relevant option.
    Protect my backup with a password If you want to password protect the backup, select this check box. Then select Set Password and enter and confirm the password you want to use.
  6. Click Start, select the Open backup folder in Explorer check box, then click Close.

To back up multiple companies at the same time

  1. Ensure the companies you want to back up are closed.
  2. From the TASBooks Company Manager window, click File, then click Backup Multiple Companies.
  3. Select the relevant check box for each company you want to back up, then click Next.
  4. Complete the following information:
  5. Folder Name If you want to change the location of the backup, click Browse and select where you want to save your backup file.
    Type If you want to change the type of files you back up, click Change, then choose the relevant option.
    Protect my backup with a password If you want to password protect the backup, select this check box. Then select Set Password and enter and confirm the password you want to use.
  6. Click Start, then select the Open backup folder in Explorer check box, then click Close.

Reasons for backup failures

There are a number of reasons why a backup may fail. For example the company is open or there is insufficient disc space. Read more >