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Back up and restore

Protect your firm and client data

Whether Accounting CS is installed locally or in a terminal server environment, you should schedule recurring backups of your firm data.

Use the application

Accounting CS utilizes an SQL database that provides excellent stability. This database structure is designed for firm-level processing that connects data for all of your clients in a single database.
We strongly recommend that you use the
Backup
 command in the application for routine backup of your data.
Accounting CS enables you to schedule automatic backups and save them to a selected location on a data server. These files include data for all clients in the database and can be restored by a database administrator via the Microsoft SQL Server Management Studio application. If you use a 3rd party backup tool such as Carbonite or Barracuda to back up your firm's files, you can include the scheduled backup files with the other files you are backing up.
To create a backup of the complete firm database that includes data for all clients, select
File
, then
Backup
.

Microsoft SQL Server Management Studio Express

A database administrator or certified IT professional can use Microsoft SQL Server Management Studio Express to restore firm data from outside of the application.
In most cases you wouldn't need to restore a database in this manner. However, if you want to move your Accounting CS application and data to another server or if certain catastrophic situations arise (for example, flood or fire damage to your hardware or corruption in the database), that would require you to use this type of restore.

Use the Client Data Management Utility

The Client Data Management Utility in Accounting CS lets you back up a client's data and restore it into either the original firm database or a different firm's database.

This article applies to:

  • Product: Accounting CS
  • Subject: Setup