Schedule a backup of your data

Use the Scheduled Backup window to schedule a backup of your firm’s database.
  1. From the
    Setup
    menu, select
    System Configuration
    >
    Scheduled Backup
    .
  2. In the Scheduled Backup window, select the
    Schedule backups to occur
    checkbox.
  3. Select a frequency from the dropdown list. You can select
    Daily
    , or select a specific day of the week.
  4. Select the Up/Down arrow buttons to select a time of day for the backup.
  5. Enter a path for the backup file location, or select the More button to find the location. This backup path must be a valid backup path on the SQL server.
  6. In the
    User name
    and
    Password
    fields, enter a Windows account user name and password that have rights on the SQL server to create Windows-Scheduled Tasks.
  7. Select OK to save your scheduled backup information.