Backing Up Your Organizations

It is extremely important for you to make backup copies of the data in your organizations in case you lose data due to computer-related problems. Making backups allows you to get up and running quickly after such an otherwise disastrous episode. You can easily make backup copies of your organization data. If the need ever arises, you can use the Restore Organization function to restore the backed up data.

You might also want to back up your data before deleting groups of assets, performing a global field change, resetting depreciation, or deleting an organization, in case you make an error or later discover you need the original data.

Before you begin the steps outlined below, you must close any currently open organization.

Note: When no companies or organizations are open, the menus and windows display the word Company, rather than the word Organization.

To make a backup of your organization data
  1. Select File/Organization Utilities/Backup Company from the menu bar. The system displays the Backup Company window.
  2. Complete the Backup Company window, and then click the Next button. The system displays a window that allows you to name and save the backup file.
  3. Enter a file name and select a location for the backup file, and then click the Backup button. The system saves the backup file and returns to the Backup Company window.

Caution! If the name that you enter for the backup file already exists, the system asks if you want to overwrite the file. Click Yes to overwrite the existing backup file; otherwise, click No and enter a different file name. If you click Yes to overwrite the file and then cancel the backup process, the system deletes the backup file and you cannot recover it.

  1. Click the Cancel button to close the Backup Company window.

The system stores the backed up organization (or organizations) in a file with a BBK extension. Because the data is compressed, you must use the Restore option to restore it.