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Restore data from a backup into applications in Virtual Office CS or SaaS
Follow these steps to restore data into most applications that run in the Virtual Office CS environment.
If your firm set up multiple data locations for client data, contact our Web Services Support team for assistance with restoring data.
The more data your firm has in Virtual Office CS, the longer it may take for your client list to populate. If you need immediate assistance, contact support.
note
- You can't restore data for the following applications through NetFirm CS: Accounting CS, Financial Analysis CS, Practice CS, and ToolBox CS. Microsoft Office documents and data stored on the Archive (W) drive can't be restored through this process. To restore client data into these applications, contact CS Support.
- NetClient CS data such as FileExchange or Document presentation can't be restored from a backup.
- You might find that older backups of data from CS Professional Suite applications aren't available to restore through NetFirm CS. To restore older data, contact CS Support.
- Make sure that no one is working with the client data you're restoring.
- In theAdmintab of the navigation pane, selectRestore Datain the Utilities section.noteIf you don't see this link, you don't have access to this area.
- In the Data Type section, selectVirtual Office CS.
- In the Virtual Office CS Application section, select the application where you'll restore data.
- In the Client section, select the client whose data you'll restore.
- Select from the following options.
- Most Recent: Select this option to restore the most recent data backup for the client.
- Specific Date: Opens a calendar where you can select the date from which you'll restore client data.
- Undo Last Restore: Select this option to undo the last restore of the client data.noteThis option is available only if you recently restored client data.
- SelectEnter.noteIf you restored a client or drawer that was deleted, then the client list will need to be restored inHelp,Repair.
This article applies to:
- Product: Virtual Office CS