Maintenance

To make a backup

 

The company file you want to back up must be open.

  1. Be sure you've made all the accounting entries you want to include in the backup.


  2. Choose Backup from the File menu; the Back Up MYOB AccountEdge Data window opens.


    Select Back up all data if you want to back up your Forms folder (custom forms), Custom folder (custom reports), Spreadsheet folder, Letters folder and Graphics folder ( if applicable) in addition to your company file.
    Note:   Some custom items may be on your workstations (Network Edition)
    Select Back up Company File if you want to back up only your company file.
    Click Continue. If you've chosen to check your company file for errors during the backup process, continue to step 3. If you've chosen not to check your company file for errors, skip to step 4.
    Note:  If you can't perform a backup
  1. MYOB AccountEdge will begin the process of checking your company file for errors. (Verifying company files)


    Notes:
    Data verification will take some time

    Optimize your file if it contains errors
  1. A box appears, allowing you to enter a name and select a location for the backup file you're about to create. Enter the name you want to assign to the backup, or accept the default name (which includes the date), and select the location where you want to save the backup.


    Warning:  Select the right location for your backup
  1. Click Save to create the backup.


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