Backup to USB Stick

Cashbook Platinum

The Backup procedure is used to take a security copy of all the data entered into Cashbook.

This will guard against loss of data if something happens to the computer e.g. hardware malfunction

Backups can be either "internal" i.e. to the hard disk on the computer or "external" i.e to a USB stick or other external drive or the Practical Systems Data Warehouse. Internal backups can be taken on a regular basis as a precaution against loss of data through power failures, etc, but regular external backups are essential to provide adequate security of data.

Backups should be carried out at least weekly or whenever significant data entry or changes have been made.

Step 1: To Backup data to a USB disk

• Click File
  
• Backup Data either Individual Company or All Companies/Year menu option or click on the Backup toolbar icon
  

 

iii. Insert USB drive

iv. Select the required Backup drive and folder using the Browse button next to the Backup To File dropdown

v. Enter a name for the backup file - this will normally default to "CBCompany" but this can be changed - e.g. Backup-Nov 2015

There is an option at the bottom of the screen to tick that will automatically add a Date/time stamp default filenames. to the backup name.

Note that the file extension ".zip" will be automatically added to the file name by the systems to indicate that the backup file is in Winzip format.

vi. Click OK to commence backup

vii. Click Yes to Confirm message 'Proceed with backing up the selected data to E:\CBCompany.zip?'.

viii. Click OK to Information message 'Backup Complete'

Example - Individual Company Backup

 

Example - All Companies/Years backup

 

Other associated Knowledge Base links:

Default Backup Location

 

 

Article ID 1481