Backup [File menu]

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Choose Backup from the File menu to back up (archive) data for the open client or for multiple clients, to back up global data (affecting all clients), or to back up updates downloaded from CS Connect.

Choose Backup from the File menu.

For licensed users of FileCabinet CS: To set up automatic backups of your client data to FileCabinet CS choose Setup > System Configuration > Administration, and then click the FileCabinet tab.

Fields & buttons

Top of page

Related topics

Backing up client data

Restoring client data from backups

Top of page

Share This