With the sale of the Accountant's Group to Access Group, Reckon Elite will transition over to Access Group from August 1.

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RECKON ELITE: How do I backup my Reckon Elite database?

Rav
Rav Administrator Posts: 12,610 Community Manager Community Manager
edited July 2020 in Reckon Elite

Backing up your database is an important maintenance task that should be done on a regular basis to protect your data and ensure that if any issues occur your data can be restored without losing the work you have already done in the system. 

  • We recommend that a daily backup be done on the Elite database as a basic backup. 
Instructions
  1.  Log on as Administrator to Elite Practice Management
  2.  Click on Practice Setup Tab > Backup
  •  The Backup Options screen will appear

      3.  By default the Standard backup screen is selected

      4. The default location for the zipped backup file in on the root of drive c:\

  • Note: The Browse option is available to select a different location for the backup file
      7. Click the Backup button to start the backup process.