Manually back up the firm database

You can back up the firm database when your staff ID has the necessary security rights. The backup from each application includes data for all clients in the application database. In most cases, you don't need to back up data for individual clients.
  1. Select
    File
    , then
    Backup
    .
  2. In the
    Backup file
    field, the path and file name are set to the default SQL data location on the server.
  3. Select
    OK
    to create the backup.
  4. When prompted that the backup is completed, select
    OK
    .
  5. Copy the backup file from the location specified in the
    Backup
    window. You can specify the location to store the backup files, such as an external storage device or another computer.
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