Best Practice: Hosted Backup and File Maintenance

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  • Updated 5 years ago
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Reckon Accounts Hosted Backup

A backup file is a compressed file containing everything you need to recreate your company file and Reckon Accounts environment. Use a backup file to safeguard your Reckon Accounts files against accidental data loss.

Here are the steps to implement, to create a “backup file” and download it on your local machine:

 

1.       File > Save Copy or Backup


2.      
Select “Backup copy” > Click Next







3.      
Select “Options”







4.      
Click on Browse and select the (B:\) which is the backup drive

5.      
Select “No verification” > Click Ok (This process will be much faster, and we will cover verification later on)



6.      
Click on Finish









7.      
Once the backup has completed you will be prompted with this message prompt  > Click “Ok”







You have
successfully saved a  backup file to your Backup Drive. The next step is to transfer your online backup to your local machine.

 

Transferring backup file to local machine

 

1.      
Click on the  icon located on the top right hand corner of your screen



2.      
Drop the “Look in:” menu down and select “My Backup (B:) “ where you saved you backup previously.







3.      
Select your  Backup File



4.      
Reckon Accounts Hosted v2 will automatically download your file > Once done click on “Open Downloads folder” to navigate to the backup file.


You have successfully created a backup file and
transferred it onto your local machine.




To look at improving file performance, view our post on File Maintenance >>
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Mirko, Alum

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Posted 5 years ago

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