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Backup and restore a client for work in the field

You can backup a client database in Accounting CS Workpapers and restore it on a laptop or workstation at a client's office. This is primarily used for audit-type engagements that require staff to update workpapers and trial balance data in the field without a connection via terminal server, Virtual Office CS, Software as a Service (SaaS), or peer-to-peer network.

Backup and restore client data at the office

  1. Open Accounting CS Workpapers and select
    File
     then
    Client Data Management Utility
    .
  2. Select
    Backup
     from the dropdown in the
    Action
     field.
  3. Enter or go to the location where you want to backup the client data.
  4. In the Client Data grid, mark the checkbox next to the client to select it for backup. (The backup file name appears in the File name column when the checkbox is marked.)
  5. Verify or edit the file name in the
    File Name
     column for the selected client.
  6. Select
    Backup Selected
    . The Backup utility creates a separate backup file for each client that is selected.
  7. When the backup process is complete, select
    OK
    . The Backup Diagnostics report opens automatically in the
    Preview
     screen, and you can choose to print or close that report. (The report displays the client ID, client name, date/time, and details such as the filename for the data backup file and any potential errors that were encountered during the backup procedure.)
  8. Copy the backup file to the laptop or workstation to be used in the field.

Backup and restore client data in the field

  1. Open Accounting CS Workpapers, open the Firm database for the client, then select
    File
     then
    Client Data Management Utility
    .
  2. Choose
    Restore
     from the dropdown in the
    Action
     field.
  3. Enter or go to the location of the client data that you want to restore.
  4. Mark the checkbox in the Client Data grid for the selected client to restore.
  5. Select
    Restore Selected
    .
  6. When the restore process is complete, select
    OK
    . The Restore Diagnostics report opens automatically in the Preview screen, and you can choose to print or close that report. (The report displays the client ID, client name, date/time, and details such as the filename for the data backup file that was restored and any potential errors that were encountered during the restore procedure.)
  7. Open and update the client in Accounting CS Workpapers. When you're ready to return to the office, use the Client Data Management Utility to backup the client on the remote laptop or workstation.

Back at the office

When you return to the office, copy the backup file to the original backup location on the office workstation and restore the client database via the Client Data Management Utility.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers