Restoring client data from backups

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

  1. If you are restoring your client data from backups on removable media, be sure that the disk is in the appropriate drive.
  2. Choose File > Restore.
  3. In the Restore Clients dialog, highlight the client(s) to restore from the backup location and then click the Select button. (If a client is currently open in CSA and a backup of that client exists in the current restore path, it will be automatically selected to restore.)
    • If the Clients Not Found dialog opens instead of the Restore Clients dialog, click the Change Backup Location button and browse to the appropriate drive or folder in which your client backups are stored. Select the drive or folder one level above the client folder in which the backup is stored. For example, if your backup for client ABC is within a folder called Clients, select the Clients folder, not the ABC folder.
    • During the backup process, the program uses the client ID as the backup folder name.
  4. Click the Restore button.
  5. If the client already exists, a confirmation prompt asks you to confirm that you want to overwrite the existing client data. Click Yes to continue.
  6. When the process is complete, click the Done button.

When restoring a backup that uses multiple diskettes, you must insert the first diskette in the sequence to start the restore process. The program will then prompt you to insert the last diskette in the series to calculate the total number of diskettes used for the backup. After determining the number of diskettes, the program will prompt you to insert each diskette one at a time, beginning with the first disk.

Related topics

Backing up client data

Backing up and restoring global/system data

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